SWA
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Sax Wealth Advisors’s Sparkline Intangible Value ETF ITAN Stock Holding History

Sax Wealth Advisors’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
2025
Q4 		– Sell
-8,064
Closed -$280K – 503
2025
Q3 		$280K Buy
+8,064
New +$270K 0.02% 363

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
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
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WF
Womack Financial Dallas, Texas $136M AUM 19.05% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return

Sax Wealth Advisors's ITAN Position: Q4 2025 in Review

Sax Wealth Advisors sold out of Sparkline Intangible Value ETF (ITAN) in Q4 2025, closing a stake of 8,064 shares — an estimated $280K sold.

Sax Wealth Advisors first reported a position in ITAN in Q3 2025 and held it in 1 quarter. The position peaked at $280K in Q3 2025. 17 funds tracked by Wall St. Rank hold ITAN as of Q4 2025.

  • Sax Wealth Advisors reported no remaining Sparkline Intangible Value ETF position as of Q4 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 8,064 Sparkline Intangible Value ETF shares in Q4 2025, an estimated $280K.
  • Sax Wealth Advisors first reported a position in Sparkline Intangible Value ETF in Q3 2025 and held it in 1 quarter.
  • Sax Wealth Advisors's Sparkline Intangible Value ETF position peaked at $280K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.