SAI
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Savvy Advisors Inc’s Sparkline Intangible Value ETF ITAN Stock Holding History

Savvy Advisors Inc’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 		$2.5M Buy
+69,748
New +$2.61M 0.07% 225

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 $870M AUM 21.35% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
WE
Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
WF
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
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return

Savvy Advisors Inc's ITAN Position: Q1 2026 in Review

Savvy Advisors Inc opened a new position in Sparkline Intangible Value ETF (ITAN) in Q1 2026: 69,748 shares worth $2.5M. The stake represents 0.07% of the portfolio and ranks #225 among its holdings.

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

  • Savvy Advisors Inc held 69,748 shares of Sparkline Intangible Value ETF worth $2.5M as of Q1 2026.
  • Sparkline Intangible Value ETF was a new Savvy Advisors Inc position in Q1 2026.
  • Sparkline Intangible Value ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #225 holding.
  • 16 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.