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OneDigital Investment Advisors’s Sparkline Intangible Value ETF ITAN Stock Holding History

OneDigital Investment Advisors’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 		$436K Sell
10,432
-188
-2% -$7.53K ﹤0.01% 1100
2026
Q1 		$381K Buy
10,620
+160
+2% +$5.99K ﹤0.01% 1064
2025
Q4 		$387K Buy
+10,460
New +$375K ﹤0.01% 1074

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

OneDigital Investment Advisors's ITAN Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Sparkline Intangible Value ETF (ITAN) stake by 1.8% in Q2 2026, selling an estimated $7.53K and leaving 10,432 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

OneDigital Investment Advisors first reported a position in ITAN in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold ITAN as of Q2 2026.

  • OneDigital Investment Advisors held 10,432 shares of Sparkline Intangible Value ETF worth $436K as of Q2 2026.
  • OneDigital Investment Advisors sold 188 Sparkline Intangible Value ETF shares in Q2 2026, an estimated $7.53K.
  • Sparkline Intangible Value ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1100 holding.
  • OneDigital Investment Advisors first reported a position in Sparkline Intangible Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.