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 Q1	$3.07M	Buy	+85,753	New	+$3.21M	0.02%	593

Other funds holding ITAN

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Philip James Wealth Mangement Milton, Georgia $870M AUM 21.35% 1-Year Est. Return

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

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

Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return

Integrated Wealth Concepts's ITAN Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Sparkline Intangible Value ETF (ITAN) in Q1 2026: 85,753 shares worth $3.07M. The stake represents 0.02% of the portfolio and ranks #593 among its holdings.

16 funds tracked by Wall St. Rank hold ITAN as of Q1 2026.

Integrated Wealth Concepts held 85,753 shares of Sparkline Intangible Value ETF worth $3.07M as of Q1 2026.
Sparkline Intangible Value ETF was a new Integrated Wealth Concepts position in Q1 2026.
Sparkline Intangible Value ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #593 holding.
16 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.