Custom Index Systems’s Alliance Resource Partners ARLP Stock Holding History

Custom Index Systems’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 Q3	–	Sell	-20,154	Closed	-$527K	–	263
2025 Q2	$527K	Buy	20,154 +2,364	+13%	+$62.1K	0.25%	123
2025 Q1	$485K	Sell	17,790 -3,584	-17%	-$95.7K	0.25%	120
2024 Q4	$562K	Sell	21,374 -28,134	-57%	-$736K	0.3%	90
2024 Q3	$1.24M	Sell	49,508 -14,668	-23%	-$354K	0.67%	31
2024 Q2	$1.57M	Sell	64,176 -1,291	-2%	-$29.3K	0.9%	26
2024 Q1	$1.31M	Sell	65,467 -5,110	-7%	-$104K	0.75%	34
2023 Q4	$1.49M	Buy	+70,577	New	+$1.53M	0.92%	26

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

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

RIA

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

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

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

Custom Index Systems's ARLP Position: Q3 2025 in Review

Custom Index Systems sold out of Alliance Resource Partners (ARLP) in Q3 2025, closing a stake of 20,154 shares — an estimated $527K sold.

Custom Index Systems first reported a position in ARLP in Q4 2023 and held it in 7 quarters. The position peaked at $1.57M in Q2 2024. 164 funds tracked by Wall St. Rank hold ARLP as of Q3 2025.

Custom Index Systems reported no remaining Alliance Resource Partners position as of Q3 2025 after selling out during the quarter.
Custom Index Systems sold 20,154 Alliance Resource Partners shares in Q3 2025, an estimated $527K.
Custom Index Systems first reported a position in Alliance Resource Partners in Q4 2023 and held it in 7 quarters.
Custom Index Systems's Alliance Resource Partners position peaked at $1.57M in Q2 2024.
164 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2025.

Based on Custom Index Systems's 13F filing for Q3 2025, filed 29 Oct 2025.