BCS Wealth Management’s Alliance Resource Partners ARLP Stock Holding History

BCS Wealth Management’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
2026 Q1	$737K	Sell	26,639 -25,581	-49%	-$662K	0.15%	125
2025 Q4	$1.21M	Buy	52,220 +26,473	+103%	+$642K	0.12%	141
2025 Q3	$651K	Buy	25,747 +519	+2%	+$13K	0.15%	129
2025 Q2	$659K	Buy	25,228 +2,769	+12%	+$72.7K	0.14%	132
2025 Q1	$613K	Buy	22,459 +2,488	+12%	+$66.5K	0.16%	123
2024 Q4	$525K	Buy	19,971 +476	+2%	+$12.5K	0.13%	141
2024 Q3	$487K	Buy	19,495 +1,056	+6%	+$25.5K	0.21%	94
2024 Q2	$451K	Buy	18,439 +536	+3%	+$12.2K	0.22%	95
2024 Q1	$359K	Buy	17,903 +2,058	+13%	+$41.9K	0.12%	172
2023 Q4	$336K	Buy	+15,845	New	+$343K	0.12%	154

Other funds holding ARLP

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

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

Jackson Hole Capital Partners Tulsa, Oklahoma $604M AUM 22.77% 1-Year Est. Return

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

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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Raymond James Financial

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return