Integrated Wealth Concepts
ITAN icon

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
89,659
+3,906
+5% +$157K 0.02% 598
2026
Q1 		$3.07M Buy
+85,753
New +$3.21M 0.02% 593

Other funds holding ITAN

Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Philip James Wealth Mangement
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Proficio Capital Partners
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 97.79% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Womack Financial
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OneDigital Investment Advisors
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 4.6% in Q2 2026, buying an estimated $157K and bringing the position to 89,659 shares worth $3.75M. The position accounts for 0.02% of the portfolio, ranked #598.

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 89,659 shares of Sparkline Intangible Value ETF worth $3.75M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,906 Sparkline Intangible Value ETF shares in Q2 2026, an estimated $157K.
  • Sparkline Intangible Value ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #598 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.