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Integrated Wealth Concepts’s Alliance Resource Partners ARLP Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-8,347
Closed -$211K – 1636
2025
Q3 		$211K Buy
8,347
+81
+1% +$2.03K ﹤0.01% 1827
2025
Q2 		$216K Sell
8,266
-2,334
-22% -$61.3K ﹤0.01% 1727
2025
Q1 		$289K Buy
10,600
+145
+1% +$3.87K ﹤0.01% 1422
2024
Q4 		$275K Buy
10,455
+2,230
+27% +$58.4K ﹤0.01% 1422
2024
Q3 		$206K Buy
+8,225
New +$199K ﹤0.01% 1549

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
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $384M AUM 29.24% 1-Year Est. Return

Integrated Wealth Concepts's ARLP Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Alliance Resource Partners (ARLP) in Q4 2025, closing a stake of 8,347 shares — an estimated $211K sold.

Integrated Wealth Concepts first reported a position in ARLP in Q3 2024 and held it in 5 quarters. The position peaked at $289K in Q1 2025. 170 funds tracked by Wall St. Rank hold ARLP as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Alliance Resource Partners position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 8,347 Alliance Resource Partners shares in Q4 2025, an estimated $211K.
  • Integrated Wealth Concepts first reported a position in Alliance Resource Partners in Q3 2024 and held it in 5 quarters.
  • Integrated Wealth Concepts's Alliance Resource Partners position peaked at $289K in Q1 2025.
  • 170 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.