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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

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
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

Signature Wealth Management Group's ITAN Position: Q1 2026 in Review

Signature Wealth Management Group increased its Sparkline Intangible Value ETF (ITAN) stake by 1.5% in Q1 2026, buying an estimated $5.99K and bringing the position to 10,620 shares worth $381K. The position accounts for 0.14% of the portfolio, ranked #104.

Signature Wealth Management Group first reported a position in ITAN in Q2 2025 and has held it in 4 quarters since. The position peaked at $387K in Q4 2025. 16 funds tracked by Wall St. Rank hold ITAN as of Q1 2026.

  • Signature Wealth Management Group held 10,620 shares of Sparkline Intangible Value ETF worth $381K as of Q1 2026.
  • Signature Wealth Management Group bought 160 Sparkline Intangible Value ETF shares in Q1 2026, an estimated $5.99K.
  • Sparkline Intangible Value ETF made up 0.14% of Signature Wealth Management Group's portfolio in Q1 2026, its #104 holding.
  • Signature Wealth Management Group first reported a position in Sparkline Intangible Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Signature Wealth Management Group's Sparkline Intangible Value ETF position peaked at $387K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.