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

Tradition Wealth Management’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
2024 Q1	–	Sell	-3,015	Closed	-$80K	–	794
2023 Q4	$80K	Sell	3,015 -396	-12%	-$9.65K	0.01%	521
2023 Q3	$80K	Hold	3,411	–	–	0.01%	495
2023 Q2	$83K	Sell	3,411 -97	-3%	-$2.21K	0.01%	498
2023 Q1	$79K	Buy	+3,508	New	+$76.5K	0.01%	504

Other funds holding ITAN

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

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

PCP

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradition Wealth Management's ITAN Position: Q1 2024 in Review

Tradition Wealth Management sold out of Sparkline Intangible Value ETF (ITAN) in Q1 2024, closing a stake of 3,015 shares — an estimated $80K sold.

Tradition Wealth Management first reported a position in ITAN in Q1 2023 and held it in 4 quarters. The position peaked at $83K in Q2 2023. 5 funds tracked by Wall St. Rank hold ITAN as of Q1 2024.

Tradition Wealth Management reported no remaining Sparkline Intangible Value ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 3,015 Sparkline Intangible Value ETF shares in Q1 2024, an estimated $80K.
Tradition Wealth Management first reported a position in Sparkline Intangible Value ETF in Q1 2023 and held it in 4 quarters.
Tradition Wealth Management's Sparkline Intangible Value ETF position peaked at $83K in Q2 2023.
5 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.