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Atomi Financial Group’s Sparkline Intangible Value ETF ITAN Stock Holding History

Atomi Financial Group’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
2026
Q1 		– Sell
-14,344
Closed -$531K – 1273
2025
Q4 		$531K Buy
+14,344
New +$515K 0.02% 661

Other funds holding ITAN

RWP
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PJWM
Philip James Wealth Mangement Milton, Georgia $870M AUM 21.35% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 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
WE
Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
WF
Womack Financial Dallas, Texas $136M AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atomi Financial Group's ITAN Position: Q1 2026 in Review

Atomi Financial Group sold out of Sparkline Intangible Value ETF (ITAN) in Q1 2026, closing a stake of 14,344 shares — an estimated $531K sold.

Atomi Financial Group first reported a position in ITAN in Q4 2025 and held it in 1 quarter. The position peaked at $531K in Q4 2025. 16 funds tracked by Wall St. Rank hold ITAN as of Q1 2026.

  • Atomi Financial Group reported no remaining Sparkline Intangible Value ETF position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 14,344 Sparkline Intangible Value ETF shares in Q1 2026, an estimated $531K.
  • Atomi Financial Group first reported a position in Sparkline Intangible Value ETF in Q4 2025 and held it in 1 quarter.
  • Atomi Financial Group's Sparkline Intangible Value ETF position peaked at $531K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.