Strategic Investment Solutions’s Suburban Propane Partners SPH Stock Holding History

Strategic Investment Solutions’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 Q2	$2.82K	Buy	165 +3	+2%	+$57	﹤0.01%	568
2026 Q1	$3.19K	Buy	162 +2	+1%	+$40	﹤0.01%	533
2025 Q4	$2.96K	Buy	160 +3	+2%	+$56	﹤0.01%	520
2025 Q3	$2.92K	Buy	157 +3	+2%	+$55	﹤0.01%	495
2025 Q2	$2.85K	Buy	154 +2	+1%	+$39	﹤0.01%	479
2025 Q1	$3.18K	Buy	152 +3	+2%	+$61	﹤0.01%	487
2024 Q4	$2.57K	Buy	149 +2	+1%	+$37	﹤0.01%	517
2024 Q3	$2.63K	Buy	147 +36	+32%	+$649	﹤0.01%	488
2024 Q2	$1.65K	Buy	+111	New	+$2.19K	﹤0.01%	507
2023 Q4	$2.47K	Sell	139 -8,414	-98%	-$143K	﹤0.01%	942
2023 Q3	$126K	Buy	8,553 +8,419	+6,283%	+$124K	﹤0.01%	539
2023 Q2	$1.98K	Buy	134 +3	+2%	+$45	﹤0.01%	753
2023 Q1	$2K	Buy	+131	New	+$2.03K	﹤0.01%	874

Other funds holding SPH

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return