Moneta Group Investment Advisors’s Alliance Resource Partners ARLP Stock Holding History

Moneta Group Investment 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	$205K	Hold	8,551	–	–	﹤0.01%	834
2026 Q1	$236K	Buy	+8,551	New	+$221K	﹤0.01%	716
2025 Q2	–	Sell	-7,462	Closed	-$204K	–	708
2025 Q1	$204K	Buy	+7,462	New	+$199K	﹤0.01%	633
2022 Q1	–	Sell	-18,434	Closed	-$233K	–	451
2021 Q4	$233K	Sell	18,434 -57	-0.3%	-$643	0.01%	428
2021 Q3	$201K	Buy	+18,491	New	+$154K	0.01%	437

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

Moneta Group Investment Advisors's ARLP Position: Q2 2026 in Review

Moneta Group Investment Advisors held its Alliance Resource Partners (ARLP) position steady in Q2 2026 at 8,551 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Moneta Group Investment Advisors first reported a position in ARLP in Q3 2021 and has held it in 5 quarters since. The position peaked at $236K in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Moneta Group Investment Advisors held 8,551 shares of Alliance Resource Partners worth $205K as of Q2 2026.
Moneta Group Investment Advisors left its Alliance Resource Partners share count unchanged in Q2 2026.
Alliance Resource Partners made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #834 holding.
Moneta Group Investment Advisors first reported a position in Alliance Resource Partners in Q3 2021 and has held it in 5 quarters since.
Moneta Group Investment Advisors's Alliance Resource Partners position peaked at $236K in Q1 2026.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.