WE
ITAN icon

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
Q2 		$1.18M Buy
28,321
+155
+0.6% +$6.21K 0.32% 64
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 $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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Wealth Effects's ITAN Position: Q2 2026 in Review

Wealth Effects increased its Sparkline Intangible Value ETF (ITAN) stake by 0.55% in Q2 2026, buying an estimated $6.21K and bringing the position to 28,321 shares worth $1.18M. The position accounts for 0.32% of the portfolio, ranked #64.

Wealth Effects first reported a position in ITAN in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold ITAN as of Q2 2026.

  • Wealth Effects held 28,321 shares of Sparkline Intangible Value ETF worth $1.18M as of Q2 2026.
  • Wealth Effects bought 155 Sparkline Intangible Value ETF shares in Q2 2026, an estimated $6.21K.
  • Sparkline Intangible Value ETF made up 0.32% of Wealth Effects's portfolio in Q2 2026, its #64 holding.
  • Wealth Effects first reported a position in Sparkline Intangible Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Sparkline Intangible Value ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.