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Integrated Wealth Concepts’s Sparkline Intangible Value ETF ITAN Stock Holding History

Integrated Wealth Concepts’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
Q2 		$3.75M Buy
89,628
+3,875
+5% +$155K 0.02% 701
2026
Q1 		$3.07M Buy
+85,753
New +$3.21M 0.02% 593

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 $888M AUM 36.11% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
WE
Wealth Effects Boston, Massachusetts $370M AUM 97.79% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
WF
Womack Financial Dallas, Texas $151M AUM 28.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Integrated Wealth Concepts's ITAN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Sparkline Intangible Value ETF (ITAN) stake by 4.5% in Q2 2026, buying an estimated $155K and bringing the position to 89,628 shares worth $3.75M. The position accounts for 0.02% of the portfolio, ranked #701.

Integrated Wealth Concepts first reported a position in ITAN in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold ITAN as of Q2 2026.

  • Integrated Wealth Concepts held 89,628 shares of Sparkline Intangible Value ETF worth $3.75M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,875 Sparkline Intangible Value ETF shares in Q2 2026, an estimated $155K.
  • Sparkline Intangible Value ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #701 holding.
  • Integrated Wealth Concepts first reported a position in Sparkline Intangible Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.