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Planning Strategies’s Alliance Resource Partners ARLP Stock Holding History

Planning Strategies’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 		$5.16K Buy
+215
New +$5.46K ﹤0.01% 416

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

Planning Strategies's ARLP Position: Q2 2026 in Review

Planning Strategies opened a new position in Alliance Resource Partners (ARLP) in Q2 2026: 215 shares worth $5.16K. The stake represents ﹤0.01% of the portfolio and ranks #416 among its holdings.

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

  • Planning Strategies held 215 shares of Alliance Resource Partners worth $5.16K as of Q2 2026.
  • Alliance Resource Partners was a new Planning Strategies position in Q2 2026.
  • Alliance Resource Partners made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #416 holding.
  • 162 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.