Sound Income Strategies’s Suburban Propane Partners SPH Stock Holding History

Sound Income Strategies’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
2026 Q1	$141K	Hold	7,064	–	–	0.01%	506
2025 Q4	$136K	Sell	7,064 -250	-3%	-$4.69K	0.01%	508
2025 Q3	$134K	Buy	7,314 +253	+4%	+$4.67K	0.01%	354
2025 Q2	$131K	Hold	7,061	–	–	0.01%	346
2025 Q1	$148K	Hold	7,061	–	–	0.01%	336
2024 Q4	$121K	Hold	7,061	–	–	0.01%	324
2024 Q3	$127K	Hold	7,061	–	–	0.01%	307
2024 Q2	$134K	Hold	7,061	–	–	0.01%	283
2024 Q1	$144K	Hold	7,061	–	–	0.01%	256
2023 Q4	$125K	Hold	7,061	–	–	0.01%	252
2023 Q3	$113K	Hold	7,061	–	–	0.01%	190
2023 Q2	$105K	Hold	7,061	–	–	0.01%	207
2023 Q1	$108K	Hold	7,061	–	–	0.01%	193
2022 Q4	$107K	Hold	7,061	–	–	0.01%	186
2022 Q3	$106K	Hold	7,061	–	–	0.02%	168
2022 Q2	$108K	Hold	7,061	–	–	0.01%	164
2022 Q1	$114K	Hold	7,061	–	–	0.01%	161
2021 Q4	$103K	Hold	7,061	–	–	0.01%	173
2021 Q3	$108K	Hold	7,061	–	–	0.01%	168
2021 Q2	$108K	Hold	7,061	–	–	0.02%	167
2021 Q1	$105K	Hold	7,061	–	–	0.02%	169
2020 Q4	$105K	Buy	7,061 +7,000	+11,475%	+$113K	0.02%	148
2020 Q3	$1K	Hold	61	–	–	﹤0.01%	782
2020 Q2	$1K	Hold	61	–	–	﹤0.01%	735
2020 Q1	$1K	Hold	61	–	–	﹤0.01%	703
2019 Q4	$1K	Hold	61	–	–	﹤0.01%	662
2019 Q3	$1K	Hold	61	–	–	﹤0.01%	624
2019 Q2	$1K	Hold	61	–	–	﹤0.01%	626
2019 Q1	$1K	Buy	+61	New	+$1.35K	﹤0.01%	630

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return

Sound Income Strategies's SPH Position: Q1 2026 in Review

Sound Income Strategies held its Suburban Propane Partners (SPH) position steady in Q1 2026 at 7,064 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #506.

Sound Income Strategies first reported a position in SPH in Q1 2019 and has held it in 29 quarters since. The position peaked at $148K in Q1 2025. 143 funds tracked by Wall St. Rank hold SPH as of Q1 2026.

Sound Income Strategies held 7,064 shares of Suburban Propane Partners worth $141K as of Q1 2026.
Sound Income Strategies left its Suburban Propane Partners share count unchanged in Q1 2026.
Suburban Propane Partners made up 0.01% of Sound Income Strategies's portfolio in Q1 2026, its #506 holding.
Sound Income Strategies first reported a position in Suburban Propane Partners in Q1 2019 and has held it in 29 quarters since.
Sound Income Strategies's Suburban Propane Partners position peaked at $148K in Q1 2025.
143 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.