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Independent Advisor Alliance’s Alliance Resource Partners ARLP Stock Holding History

Independent Advisor Alliance’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 		– Sell
-8,362
Closed -$228K – 892
2025
Q1 		$228K Buy
+8,362
New +$223K 0.01% 735

Other funds holding ARLP

P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
MG
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
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Advisor Alliance's ARLP Position: Q2 2025 in Review

Independent Advisor Alliance sold out of Alliance Resource Partners (ARLP) in Q2 2025, closing a stake of 8,362 shares — an estimated $228K sold.

Independent Advisor Alliance first reported a position in ARLP in Q1 2025 and held it in 1 quarter. The position peaked at $228K in Q1 2025. 168 funds tracked by Wall St. Rank hold ARLP as of Q2 2025.

  • Independent Advisor Alliance reported no remaining Alliance Resource Partners position as of Q2 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,362 Alliance Resource Partners shares in Q2 2025, an estimated $228K.
  • Independent Advisor Alliance first reported a position in Alliance Resource Partners in Q1 2025 and held it in 1 quarter.
  • Independent Advisor Alliance's Alliance Resource Partners position peaked at $228K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.