Jackson Thornton Wealth Management’s Alliance Resource Partners ARLP Stock Holding History

Jackson Thornton 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	$283K	Sell	11,816 -270	-2%	-$6.86K	0.02%	312
2026 Q1	$318K	Sell	12,086 -321	-3%	-$8.31K	0.03%	172
2025 Q4	$294K	Sell	12,407 -185	-1%	-$4.49K	0.03%	199
2025 Q3	$318K	Sell	12,592 -581	-4%	-$14.5K	0.03%	173
2025 Q2	$351K	Sell	13,173 -382	-3%	-$10K	0.04%	71
2025 Q1	$368K	Sell	13,555 -918	-6%	-$24.5K	0.05%	61
2024 Q4	$380K	Buy	+14,473	New	+$379K	0.05%	54

Other funds holding ARLP

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

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 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

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jackson Thornton Wealth Management's ARLP Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Alliance Resource Partners (ARLP) stake by 2.2% in Q2 2026, selling an estimated $6.86K and leaving 11,816 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #312.

Jackson Thornton Wealth Management first reported a position in ARLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $380K in Q4 2024. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Jackson Thornton Wealth Management held 11,816 shares of Alliance Resource Partners worth $283K as of Q2 2026.
Jackson Thornton Wealth Management sold 270 Alliance Resource Partners shares in Q2 2026, an estimated $6.86K.
Alliance Resource Partners made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #312 holding.
Jackson Thornton Wealth Management first reported a position in Alliance Resource Partners in Q4 2024 and has held it in 7 quarters since.
Jackson Thornton Wealth Management's Alliance Resource Partners position peaked at $380K in Q4 2024.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.