Wealth Enhancement Advisory Services’s Suburban Propane Partners SPH Stock Holding History

Wealth Enhancement 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
2026 Q1	–	Sell	-19,920	Closed	-$364K	–	3845
2025 Q4	$364K	Sell	19,920 -58	-0.3%	-$1.09K	﹤0.01%	2743
2025 Q3	$374K	Sell	19,978 -85	-0.4%	-$1.57K	﹤0.01%	2600
2025 Q2	$369K	Buy	20,063 +1,460	+8%	+$28.4K	﹤0.01%	2455
2025 Q1	$391K	Sell	18,603 -4,722	-20%	-$96.2K	﹤0.01%	2226
2024 Q4	$401K	Buy	23,325 +5,199	+29%	+$95.7K	﹤0.01%	2151
2024 Q3	$325K	Sell	18,126 -17,624	-49%	-$318K	﹤0.01%	2118
2024 Q2	$679K	Buy	35,750 +454	+1%	+$8.94K	﹤0.01%	1466
2024 Q1	$721K	Sell	35,296 -23,676	-40%	-$463K	﹤0.01%	1386
2023 Q4	$1.05M	Buy	58,972 +7,364	+14%	+$126K	﹤0.01%	1155
2023 Q3	$828K	Buy	+51,608	New	+$762K	﹤0.01%	1180

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPH Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Suburban Propane Partners (SPH) in Q1 2026, closing a stake of 19,920 shares — an estimated $364K sold.

Wealth Enhancement Advisory Services first reported a position in SPH in Q3 2023 and held it in 10 quarters. The position peaked at $1.05M in Q4 2023. 144 funds tracked by Wall St. Rank hold SPH as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Suburban Propane Partners position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 19,920 Suburban Propane Partners shares in Q1 2026, an estimated $364K.
Wealth Enhancement Advisory Services first reported a position in Suburban Propane Partners in Q3 2023 and held it in 10 quarters.
Wealth Enhancement Advisory Services's Suburban Propane Partners position peaked at $1.05M in Q4 2023.
144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.