Retirement Group’s Sparkline Intangible Value ETF ITAN Stock Holding History

Retirement Group’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
2024 Q1	–	Sell	-142	Closed	-$3.79K	–	863
2023 Q4	$3.79K	Hold	142	–	–	﹤0.01%	565
2023 Q3	$3.32K	Hold	142	–	–	﹤0.01%	528
2023 Q2	$3.44K	Hold	142	–	–	﹤0.01%	558
2023 Q1	$3K	Buy	+142	New	+$3.1K	﹤0.01%	557
2022 Q3	–	Sell	-284	Closed	-$6K	–	650
2022 Q2	$6K	Buy	284 +229	+416%	+$5.12K	﹤0.01%	510
2022 Q1	$1K	Buy	+55	New	+$1.37K	﹤0.01%	688

Other funds holding ITAN

RWP

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

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

PCP

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's ITAN Position: Q1 2024 in Review

Retirement Group sold out of Sparkline Intangible Value ETF (ITAN) in Q1 2024, closing a stake of 142 shares — an estimated $3.79K sold.

Retirement Group first reported a position in ITAN in Q1 2022 and held it in 6 quarters. The position peaked at $6K in Q2 2022. 5 funds tracked by Wall St. Rank hold ITAN as of Q1 2024.

Retirement Group reported no remaining Sparkline Intangible Value ETF position as of Q1 2024 after selling out during the quarter.
Retirement Group sold 142 Sparkline Intangible Value ETF shares in Q1 2024, an estimated $3.79K.
Retirement Group first reported a position in Sparkline Intangible Value ETF in Q1 2022 and held it in 6 quarters.
Retirement Group's Sparkline Intangible Value ETF position peaked at $6K in Q2 2022.
5 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.