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Avantax Advisory Services’s Suburban Propane Partners SPH Stock Holding History

Avantax Advisory Services’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23,568
Closed -$495K – 2435
2025
Q1 		$495K Buy
23,568
+818
+4% +$16.7K ﹤0.01% 1507
2024
Q4 		$391K Buy
22,750
+480
+2% +$8.83K ﹤0.01% 1608
2024
Q3 		$400K Sell
22,270
-172
-0.8% -$3.1K ﹤0.01% 1561
2024
Q2 		$426K Sell
22,442
-553
-2% -$10.9K ﹤0.01% 1468
2024
Q1 		$470K Buy
22,995
+5,113
+29% +$100K ﹤0.01% 1070
2023
Q4 		$318K Buy
+17,882
New +$305K ﹤0.01% 1204

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Advisory Services's SPH Position: Q2 2025 in Review

Avantax Advisory Services sold out of Suburban Propane Partners (SPH) in Q2 2025, closing a stake of 23,568 shares — an estimated $495K sold.

Avantax Advisory Services first reported a position in SPH in Q4 2023 and held it in 6 quarters. The position peaked at $495K in Q1 2025. 138 funds tracked by Wall St. Rank hold SPH as of Q2 2025.

  • Avantax Advisory Services reported no remaining Suburban Propane Partners position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 23,568 Suburban Propane Partners shares in Q2 2025, an estimated $495K.
  • Avantax Advisory Services first reported a position in Suburban Propane Partners in Q4 2023 and held it in 6 quarters.
  • Avantax Advisory Services's Suburban Propane Partners position peaked at $495K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.