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Wealth Effects’s Sparkline Intangible Value ETF ITAN Stock Holding History

Wealth Effects’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 		$1.01M Buy
28,166
+5,695
+25% +$213K 0.36% 58
2025
Q4 		$832K Buy
22,471
+2,965
+15% +$106K 0.26% 68
2025
Q3 		$677K Buy
+19,506
New +$652K 0.22% 85

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 $870M AUM 21.35% 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
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
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return

Wealth Effects's ITAN Position: Q1 2026 in Review

Wealth Effects increased its Sparkline Intangible Value ETF (ITAN) stake by 25% in Q1 2026, buying an estimated $213K and bringing the position to 28,166 shares worth $1.01M. The position accounts for 0.36% of the portfolio, ranked #58.

Wealth Effects first reported a position in ITAN in Q3 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold ITAN as of Q1 2026.

  • Wealth Effects held 28,166 shares of Sparkline Intangible Value ETF worth $1.01M as of Q1 2026.
  • Wealth Effects bought 5,695 Sparkline Intangible Value ETF shares in Q1 2026, an estimated $213K.
  • Sparkline Intangible Value ETF made up 0.36% of Wealth Effects's portfolio in Q1 2026, its #58 holding.
  • Wealth Effects first reported a position in Sparkline Intangible Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.