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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
Q2 		$3.14M Buy
75,024
+5,276
+8% +$211K 0.07% 227
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 $888M AUM 36.11% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Savvy Advisors Inc's ITAN Position: Q2 2026 in Review

Savvy Advisors Inc increased its Sparkline Intangible Value ETF (ITAN) stake by 7.6% in Q2 2026, buying an estimated $211K and bringing the position to 75,024 shares worth $3.14M. The position accounts for 0.07% of the portfolio, ranked #227.

Savvy Advisors Inc 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.

  • Savvy Advisors Inc held 75,024 shares of Sparkline Intangible Value ETF worth $3.14M as of Q2 2026.
  • Savvy Advisors Inc bought 5,276 Sparkline Intangible Value ETF shares in Q2 2026, an estimated $211K.
  • Sparkline Intangible Value ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q2 2026, its #227 holding.
  • Savvy Advisors Inc 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.