Avantax Advisory Services’s Alliance Resource Partners ARLP Stock Holding History

Avantax Advisory Services’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Buy	11,892 +1,307	+12%	+$34.3K	﹤0.01%	1882
2025 Q1	$289K	Buy	10,585 +277	+3%	+$7.4K	﹤0.01%	1856
2024 Q4	$271K	Buy	+10,308	New	+$270K	﹤0.01%	1848
2024 Q2	–	Sell	-14,598	Closed	-$293K	–	2075
2024 Q1	$293K	Buy	14,598 +313	+2%	+$6.38K	﹤0.01%	1312
2023 Q4	$303K	Buy	14,285 +5,010	+54%	+$108K	﹤0.01%	1229
2023 Q3	$209K	Sell	9,275 -3,740	-29%	-$74.6K	﹤0.01%	1407
2023 Q2	$241K	Sell	13,015 -1,905	-13%	-$36.5K	﹤0.01%	1304
2023 Q1	$301K	Buy	+14,920	New	+$305K	﹤0.01%	1148

Other funds holding ARLP

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

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

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

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

Avantax Advisory Services increased its Alliance Resource Partners (ARLP) stake by 12% in Q2 2025, buying an estimated $34.3K and bringing the position to 11,892 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Avantax Advisory Services first reported a position in ARLP in Q1 2023 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold ARLP as of Q2 2025.

Avantax Advisory Services held 11,892 shares of Alliance Resource Partners worth $311K as of Q2 2025.
Avantax Advisory Services bought 1,307 Alliance Resource Partners shares in Q2 2025, an estimated $34.3K.
Alliance Resource Partners made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1882 holding.
Avantax Advisory Services first reported a position in Alliance Resource Partners in Q1 2023 and has held it in 8 quarters since.
168 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2025.

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