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Revolve Wealth Partners’s Sparkline Intangible Value ETF ITAN Stock Holding History

Revolve Wealth Partners’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 		$31.3M Buy
747,367
+15,510
+2% +$622K 3.24% 5
2026
Q1 		$26.2M Sell
731,857
-60,926
-8% -$2.28M 3.41% 7
2025
Q4 		$29.4M Sell
792,783
-7,015
-0.9% -$252K 3.45% 4
2025
Q3 		$27.8M Buy
799,798
+23,746
+3% +$794K 3.33% 4
2025
Q2 		$25.1M Buy
776,052
+53,840
+7% +$1.62M 3.26% 6
2025
Q1 		$21.5M Buy
722,212
+11,758
+2% +$370K 3.11% 7
2024
Q4 		$22.1M Buy
710,454
+10,175
+1% +$319K 3.19% 7
2024
Q3 		$21.2M Buy
700,279
+12,187
+2% +$352K 3.23% 7
2024
Q2 		$19.6M Buy
688,092
+26,544
+4% +$745K 3.22% 7
2024
Q1 		$19.2M Buy
661,548
+15,679
+2% +$430K 3.27% 8
2023
Q4 		$17.2M Buy
645,869
+28,128
+5% +$686K 3.32% 8
2023
Q3 		$14.4M Buy
617,741
+49,487
+9% +$1.21M 3.32% 6
2023
Q2 		$13.8M Buy
568,254
+190,134
+50% +$4.33M 3.22% 8
2023
Q1 		$8.49M Buy
378,120
+256,500
+211% +$5.6M 2.16% 16
2022
Q4 		$2.44M Buy
+121,620
New +$2.47M 0.7% 31

Other funds holding ITAN

PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Revolve Wealth Partners's ITAN Position: Q2 2026 in Review

Revolve Wealth Partners increased its Sparkline Intangible Value ETF (ITAN) stake by 2.1% in Q2 2026, buying an estimated $622K and bringing the position to 747,367 shares worth $31.3M. The position accounts for 3.24% of the portfolio, ranked #5.

Revolve Wealth Partners first reported a position in ITAN in Q4 2022 and has held it in 15 quarters since. 17 funds tracked by Wall St. Rank hold ITAN as of Q2 2026.

  • Revolve Wealth Partners held 747,367 shares of Sparkline Intangible Value ETF worth $31.3M as of Q2 2026.
  • Revolve Wealth Partners bought 15,510 Sparkline Intangible Value ETF shares in Q2 2026, an estimated $622K.
  • Sparkline Intangible Value ETF made up 3.24% of Revolve Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Revolve Wealth Partners first reported a position in Sparkline Intangible Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 17 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.