AF
ITAN icon

Advisornet Financial’s Sparkline Intangible Value ETF ITAN Stock Holding History

Advisornet Financial’s Portfolio ITAN Stock Details ITAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-277
Closed -$8.39K – 2109
2024
Q3 		$8.39K Hold
277
– – ﹤0.01% 1456
2024
Q2 		$7.88K Hold
277
– – ﹤0.01% 1374
2024
Q1 		$8.03K Hold
277
– – ﹤0.01% 1346
2023
Q4 		$7.39K Hold
277
– – ﹤0.01% 1393
2023
Q3 		$6.47K Hold
277
– – ﹤0.01% 1347
2023
Q2 		$6.71K Hold
277
– – ﹤0.01% 1432
2023
Q1 		$6.22K Hold
277
– – ﹤0.01% 1435
2022
Q4 		$5.55K Hold
277
– – ﹤0.01% 1446
2022
Q3 		$5K Hold
277
– – ﹤0.01% 1517
2022
Q2 		$6K Hold
277
– – ﹤0.01% 1469
2022
Q1 		$7K Buy
+277
New +$6.92K ﹤0.01% 1530

Other funds holding ITAN

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
WF
Womack Financial Dallas, Texas $136M AUM 19.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's ITAN Position: Q4 2024 in Review

Advisornet Financial sold out of Sparkline Intangible Value ETF (ITAN) in Q4 2024, closing a stake of 277 shares — an estimated $8.39K sold.

Advisornet Financial first reported a position in ITAN in Q1 2022 and held it in 11 quarters. The position peaked at $8.39K in Q3 2024. 7 funds tracked by Wall St. Rank hold ITAN as of Q4 2024.

  • Advisornet Financial reported no remaining Sparkline Intangible Value ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 277 Sparkline Intangible Value ETF shares in Q4 2024, an estimated $8.39K.
  • Advisornet Financial first reported a position in Sparkline Intangible Value ETF in Q1 2022 and held it in 11 quarters.
  • Advisornet Financial's Sparkline Intangible Value ETF position peaked at $8.39K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.