SWM
DTAN

Stapp Wealth Management’s Sparkline International Intangible Value ETF DTAN Stock Holding History

Stapp Wealth Management’s Portfolio DTAN Stock Details DTAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
37,846
+929
+3% +$29.7K 1.56% 20
2026
Q1 		$1.11M Buy
36,917
+809
+2% +$25.7K 1.42% 20
2025
Q4 		$1.13M Sell
36,108
-488
-1% -$14.9K 1.45% 19
2025
Q3 		$1.1M Buy
36,596
+425
+1% +$12.5K 1.47% 18
2025
Q2 		$1.05M Buy
36,171
+37
+0.1% +$1.01K 1.5% 18
2025
Q1 		$952K Buy
+36,134
New +$950K 1.47% 15

Other funds holding DTAN

PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Stapp Wealth Management's DTAN Position: Q2 2026 in Review

Stapp Wealth Management increased its Sparkline International Intangible Value ETF (DTAN) stake by 2.5% in Q2 2026, buying an estimated $29.7K and bringing the position to 37,846 shares worth $1.19M. The position accounts for 1.56% of the portfolio, ranked #20.

Stapp Wealth Management first reported a position in DTAN in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold DTAN as of Q2 2026.

  • Stapp Wealth Management held 37,846 shares of Sparkline International Intangible Value ETF worth $1.19M as of Q2 2026.
  • Stapp Wealth Management bought 929 Sparkline International Intangible Value ETF shares in Q2 2026, an estimated $29.7K.
  • Sparkline International Intangible Value ETF made up 1.56% of Stapp Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Stapp Wealth Management first reported a position in Sparkline International Intangible Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held Sparkline International Intangible Value ETF as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.