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

Signature Wealth Management Group’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	$381K	Buy	10,620 +160	+2%	+$5.99K	0.14%	104
2025 Q4	$387K	Sell	10,460 -29	-0.3%	-$1.04K	0.16%	87
2025 Q3	$364K	Buy	10,489 +1,114	+12%	+$37.2K	0.14%	94
2025 Q2	$303K	Buy	+9,375	New	+$281K	0.12%	102

Other funds holding ITAN

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Philip James Wealth Mangement Milton, Georgia $870M AUM 21.35% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Womack Financial Dallas, Texas $136M AUM 19.05% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return