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Strategic Wealth Partners’s Alliance Resource Partners ARLP Stock Holding History

Strategic Wealth Partners’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 		$4.94K Buy
206
+5
+2% +$127 ﹤0.01% 1059
2026
Q1 		$5.56K Sell
201
-15
-7% -$388 ﹤0.01% 1020
2025
Q4 		$5.02K Buy
+216
New +$5.24K ﹤0.01% 1046
2018
Q2 		– Sell
-40
Closed -$1K – 746
2018
Q1 		$1K Hold
40
– – ﹤0.01% 763
2017
Q4 		$1K Buy
+40
New +$766 ﹤0.01% 718

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

Strategic Wealth Partners's ARLP Position: Q2 2026 in Review

Strategic Wealth Partners increased its Alliance Resource Partners (ARLP) stake by 2.5% in Q2 2026, buying an estimated $127 and bringing the position to 206 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Strategic Wealth Partners first reported a position in ARLP in Q4 2017 and has held it in 5 quarters since. The position peaked at $5.56K in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • Strategic Wealth Partners held 206 shares of Alliance Resource Partners worth $4.94K as of Q2 2026.
  • Strategic Wealth Partners bought 5 Alliance Resource Partners shares in Q2 2026, an estimated $127.
  • Alliance Resource Partners made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1059 holding.
  • Strategic Wealth Partners first reported a position in Alliance Resource Partners in Q4 2017 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Alliance Resource Partners position peaked at $5.56K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.