RWM
ITAN icon

Ritholtz Wealth Management’s Sparkline Intangible Value ETF ITAN Stock Holding History

Ritholtz Wealth Management’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 		$691K Buy
16,513
+182
+1% +$7.29K 0.01% 740
2026
Q1 		$586K Buy
+16,331
New +$611K 0.01% 733

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 $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
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

Ritholtz Wealth Management's ITAN Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Sparkline Intangible Value ETF (ITAN) stake by 1.1% in Q2 2026, buying an estimated $7.29K and bringing the position to 16,513 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #740.

Ritholtz Wealth Management 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.

  • Ritholtz Wealth Management held 16,513 shares of Sparkline Intangible Value ETF worth $691K as of Q2 2026.
  • Ritholtz Wealth Management bought 182 Sparkline Intangible Value ETF shares in Q2 2026, an estimated $7.29K.
  • Sparkline Intangible Value ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #740 holding.
  • Ritholtz Wealth Management 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 Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.