Creative Planning
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Creative Planning’s Alliance Resource Partners ARLP Stock Holding History

Creative Planning’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 		$2.12M Sell
88,327
-4,787
-5% -$122K ﹤0.01% 2046
2026
Q1 		$2.57M Hold
93,114
– – ﹤0.01% 1704
2025
Q4 		$2.16M Buy
93,114
+603
+0.7% +$14.6K ﹤0.01% 1670
2025
Q3 		$2.34M Buy
92,511
+51,349
+125% +$1.28M ﹤0.01% 1423
2025
Q2 		$1.08M Sell
41,162
-23,564
-36% -$619K ﹤0.01% 1795
2025
Q1 		$1.77M Buy
64,726
+399
+0.6% +$10.7K ﹤0.01% 1267
2024
Q4 		$1.69M Sell
64,327
-7,933
-11% -$208K ﹤0.01% 1244
2024
Q3 		$1.81M Buy
72,260
+161
+0.2% +$3.89K ﹤0.01% 1121
2024
Q2 		$1.76M Buy
72,099
+34,106
+90% +$773K ﹤0.01% 1054
2024
Q1 		$762K Sell
37,993
-4,271
-10% -$87K ﹤0.01% 1542
2023
Q4 		$895K Buy
42,264
+708
+2% +$15.3K ﹤0.01% 1292
2023
Q3 		$936K Buy
41,556
+11,313
+37% +$226K ﹤0.01% 1190
2023
Q2 		$559K Buy
30,243
+4,919
+19% +$94.4K ﹤0.01% 1480
2023
Q1 		$511K Buy
25,324
+628
+3% +$12.9K ﹤0.01% 1448
2022
Q4 		$502K Buy
24,696
+3
+0% +$68 ﹤0.01% 1424
2022
Q3 		$565K Sell
24,693
-2,486
-9% -$56.9K ﹤0.01% 1258
2022
Q2 		$495K Buy
27,179
+300
+1% +$5.43K ﹤0.01% 1321
2022
Q1 		$415K Buy
26,879
+2,999
+13% +$42.4K ﹤0.01% 1430
2021
Q4 		$302K Hold
23,880
– – ﹤0.01% 1616
2021
Q3 		$260K Buy
23,880
+500
+2% +$4.17K ﹤0.01% 1681
2021
Q2 		$169K Sell
23,380
-2,700
-10% -$16.9K ﹤0.01% 1820
2021
Q1 		$151K Hold
26,080
– – ﹤0.01% 2164
2020
Q4 		$117K Sell
26,080
-1,890
-7% -$7.24K ﹤0.01% 2005
2020
Q3 		$77K Sell
27,970
-1,839
-6% -$5.92K ﹤0.01% 1862
2020
Q2 		$97K Buy
29,809
+1,800
+6% +$6.17K ﹤0.01% 1668
2020
Q1 		$87K Sell
28,009
-5,625
-17% -$43.3K ﹤0.01% 1556
2019
Q4 		$364K Buy
33,634
+871
+3% +$10.4K ﹤0.01% 1291
2019
Q3 		$525K Buy
32,763
+174
+0.5% +$2.84K ﹤0.01% 1032
2019
Q2 		$553K Sell
32,589
-2,215
-6% -$40.2K ﹤0.01% 1022
2019
Q1 		$709K Buy
34,804
+3,192
+10% +$61.7K ﹤0.01% 875
2018
Q4 		$548K Buy
31,612
+2,151
+7% +$41.9K ﹤0.01% 916
2018
Q3 		$601K Sell
29,461
-2,387
-7% -$46.7K ﹤0.01% 984
2018
Q2 		$584K Buy
31,848
+14
+0% +$252 ﹤0.01% 988
2018
Q1 		$562K Buy
31,834
+1,960
+7% +$37.2K ﹤0.01% 1019
2017
Q4 		$589K Sell
29,874
-816
-3% -$15.6K ﹤0.01% 978
2017
Q3 		$594K Sell
30,690
-3,886
-11% -$74.3K ﹤0.01% 969
2017
Q2 		$653K Sell
34,576
-614
-2% -$13.3K ﹤0.01% 884
2017
Q1 		$762K Buy
35,190
+16,413
+87% +$373K ﹤0.01% 775
2016
Q4 		$422K Buy
18,777
+68
+0.4% +$1.6K ﹤0.01% 1009
2016
Q3 		$415K Buy
18,709
+4,952
+36% +$97.2K ﹤0.01% 992
2016
Q2 		$217K Sell
13,757
-672
-5% -$9.82K ﹤0.01% 1218
2016
Q1 		$168K Sell
14,429
-1,993
-12% -$24.3K ﹤0.01% 1302
2015
Q4 		$222K Buy
16,422
+2,118
+15% +$39.3K ﹤0.01% 1141
2015
Q3 		$318K Sell
14,304
-104
-0.7% -$2.54K ﹤0.01% 940
2015
Q2 		$360K Sell
14,408
-1,605
-10% -$48.9K ﹤0.01% 748
2015
Q1 		$535K Sell
16,013
-381
-2% -$14.4K 0.01% 709
2014
Q4 		$706K Buy
16,394
+2,101
+15% +$93.3K 0.01% 563
2014
Q3 		$612K Buy
14,293
+1,034
+8% +$49.3K 0.01% 574
2014
Q2 		$619K Buy
13,259
+351
+3% +$15.7K 0.01% 558
2014
Q1 		$543K Sell
12,908
-324
-2% -$13.1K 0.01% 584
2013
Q4 		$509K Sell
13,232
-298
-2% -$11.2K 0.01% 515
2013
Q3 		$502K Buy
13,530
+8,392
+163% +$316K 0.01% 450
2013
Q2 		$181K Buy
+5,138
New +$180K ﹤0.01% 718

Other funds holding ARLP

Morgan Stanley
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
MG
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
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
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
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

Creative Planning's ARLP Position: Q2 2026 in Review

Creative Planning reduced its Alliance Resource Partners (ARLP) stake by 5.1% in Q2 2026, selling an estimated $122K and leaving 88,327 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Creative Planning first reported a position in ARLP in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.57M in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • Creative Planning held 88,327 shares of Alliance Resource Partners worth $2.12M as of Q2 2026.
  • Creative Planning sold 4,787 Alliance Resource Partners shares in Q2 2026, an estimated $122K.
  • Alliance Resource Partners made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2046 holding.
  • Creative Planning first reported a position in Alliance Resource Partners in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Alliance Resource Partners position peaked at $2.57M in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.