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Clune & Associates’s Sparkline Intangible Value ETF ITAN Stock Holding History

Clune & Associates’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
2025
Q4 		– Sell
-7,052
Closed -$245K – 169
2025
Q3 		$245K Buy
7,052
+28
+0.4% +$936 0.06% 142
2025
Q2 		$227K Buy
7,024
+20
+0.3% +$600 0.06% 144
2025
Q1 		$209K Sell
7,004
-3,284
-32% -$103K 0.06% 137
2024
Q4 		$320K Buy
+10,288
New +$323K 0.11% 115

Other funds holding ITAN

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $870M AUM 21.35% 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
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WF
Womack Financial Dallas, Texas $136M AUM 19.05% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return

Clune & Associates's ITAN Position: Q4 2025 in Review

Clune & Associates sold out of Sparkline Intangible Value ETF (ITAN) in Q4 2025, closing a stake of 7,052 shares — an estimated $245K sold.

Clune & Associates first reported a position in ITAN in Q4 2024 and held it in 4 quarters. The position peaked at $320K in Q4 2024. 17 funds tracked by Wall St. Rank hold ITAN as of Q4 2025.

  • Clune & Associates reported no remaining Sparkline Intangible Value ETF position as of Q4 2025 after selling out during the quarter.
  • Clune & Associates sold 7,052 Sparkline Intangible Value ETF shares in Q4 2025, an estimated $245K.
  • Clune & Associates first reported a position in Sparkline Intangible Value ETF in Q4 2024 and held it in 4 quarters.
  • Clune & Associates's Sparkline Intangible Value ETF position peaked at $320K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q4 2025.

Based on Clune & Associates's 13F filing for Q4 2025, filed 9 Feb 2026.