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Steward Partners Investment Advisory’s Sparkline Intangible Value ETF ITAN Stock Holding History

Steward Partners Investment Advisory’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 		$7.1K Buy
+198
New +$7.41K ﹤0.01% 3682

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 $12.5B AUM 18.49% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 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
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
WF
Womack Financial Dallas, Texas $136M AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's ITAN Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Sparkline Intangible Value ETF (ITAN) in Q1 2026: 198 shares worth $7.1K. The stake represents ﹤0.01% of the portfolio and ranks #3682 among its holdings.

16 funds tracked by Wall St. Rank hold ITAN as of Q1 2026.

  • Steward Partners Investment Advisory held 198 shares of Sparkline Intangible Value ETF worth $7.1K as of Q1 2026.
  • Sparkline Intangible Value ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • Sparkline Intangible Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3682 holding.
  • 16 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.