Planning Strategies Inc.’s Alliance Resource Partners ARLP Stock Holding History

Planning Strategies Inc.’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

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Fairbanks Capital Management Rancho Santa Fe, California $169M AUM 12.21% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KeyBank National Association

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Planning Strategies Inc.'s ARLP Position: Q2 2026 in Review

Planning Strategies Inc. 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.

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

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

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