Clearstead Advisors’s Alliance Resource Partners ARLP Stock Holding History

Clearstead Advisors’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 Q2	$302K	Hold	12,612	–	–	﹤0.01%	928
2026 Q1	$349K	Hold	12,612	–	–	﹤0.01%	814
2025 Q4	$293K	Hold	12,612	–	–	﹤0.01%	827
2025 Q3	$319K	Hold	12,612	–	–	﹤0.01%	767
2025 Q2	$330K	Hold	12,612	–	–	﹤0.01%	732
2025 Q1	$344K	Hold	12,612	–	–	0.01%	671
2024 Q4	$332K	Hold	12,612	–	–	0.01%	688
2024 Q3	$315K	Buy	12,612 +8,440	+202%	+$204K	﹤0.01%	708
2024 Q2	$102K	Buy	+4,172	New	+$94.6K	﹤0.01%	995

Other funds holding ARLP

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

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Clearstead Advisors's ARLP Position: Q2 2026 in Review

Clearstead Advisors held its Alliance Resource Partners (ARLP) position steady in Q2 2026 at 12,612 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Clearstead Advisors first reported a position in ARLP in Q2 2024 and has held it in 9 quarters since. The position peaked at $349K in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Clearstead Advisors held 12,612 shares of Alliance Resource Partners worth $302K as of Q2 2026.
Clearstead Advisors left its Alliance Resource Partners share count unchanged in Q2 2026.
Alliance Resource Partners made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #928 holding.
Clearstead Advisors first reported a position in Alliance Resource Partners in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's Alliance Resource Partners position peaked at $349K in Q1 2026.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.