Institute for Wealth Management’s Alliance Resource Partners ARLP Stock Holding History

Institute for 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 Q2	$2.1K	Buy	+87	New	+$2.21K	﹤0.01%	1583

Other funds holding ARLP

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

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

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

Fairbanks Capital Management Rancho Santa Fe, California $169M AUM 12.21% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KeyBank National Association

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Institute for Wealth Management's ARLP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Alliance Resource Partners (ARLP) in Q2 2026: 87 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #1583 among its holdings.

91 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Institute for Wealth Management held 87 shares of Alliance Resource Partners worth $2.1K as of Q2 2026.
Alliance Resource Partners was a new Institute for Wealth Management position in Q2 2026.
Alliance Resource Partners made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1583 holding.
91 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.