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J.W. Cole Advisors’s Alliance Resource Partners ARLP Stock Holding History

J.W. Cole Advisors’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 		$571K Sell
23,813
-1,860
-7% -$47.3K 0.01% 960
2026
Q1 		$710K Sell
25,673
-1,783
-6% -$46.2K 0.02% 447
2025
Q4 		$638K Sell
27,456
-563
-2% -$13.7K 0.02% 808
2025
Q3 		$708K Sell
28,019
-585
-2% -$14.6K 0.01% 858
2025
Q2 		$748K Buy
28,604
+675
+2% +$17.7K 0.02% 777
2025
Q1 		$762K Buy
27,929
+5,857
+27% +$156K 0.02% 628
2024
Q4 		$580K Buy
22,072
+326
+1% +$8.53K 0.02% 561
2024
Q3 		$544K Buy
21,746
+797
+4% +$19.3K 0.02% 570
2024
Q2 		$512K Buy
20,949
+847
+4% +$19.2K 0.02% 517
2024
Q1 		$403K Buy
20,102
+3,131
+18% +$63.8K 0.02% 590
2023
Q4 		$359K Buy
16,971
+109
+0.6% +$2.36K 0.02% 578
2023
Q3 		$380K Buy
16,862
+249
+1% +$4.96K 0.03% 495
2023
Q2 		$307K Sell
16,613
-188
-1% -$3.61K 0.02% 571
2023
Q1 		$339K Buy
16,801
+232
+1% +$4.75K 0.02% 563
2022
Q4 		$337K Buy
16,569
+923
+6% +$20.9K 0.03% 516
2022
Q3 		$358K Buy
15,646
+2,314
+17% +$53K 0.03% 480
2022
Q2 		$243K Buy
+13,332
New +$241K 0.02% 611

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

J.W. Cole Advisors's ARLP Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Alliance Resource Partners (ARLP) stake by 7.2% in Q2 2026, selling an estimated $47.3K and leaving 23,813 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #960.

J.W. Cole Advisors first reported a position in ARLP in Q2 2022 and has held it in 17 quarters since. The position peaked at $762K in Q1 2025. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • J.W. Cole Advisors held 23,813 shares of Alliance Resource Partners worth $571K as of Q2 2026.
  • J.W. Cole Advisors sold 1,860 Alliance Resource Partners shares in Q2 2026, an estimated $47.3K.
  • Alliance Resource Partners made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #960 holding.
  • J.W. Cole Advisors first reported a position in Alliance Resource Partners in Q2 2022 and has held it in 17 quarters since.
  • J.W. Cole Advisors's Alliance Resource Partners position peaked at $762K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.