Certified Advisory Corp’s Holley HLLY Stock Holding History

Certified Advisory Corp’s Portfolio HLLY Stock Details HLLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-21,191	Closed	-$65.1K	–	333
2026 Q1	$65.1K	Hold	21,191	–	–	0.01%	318
2025 Q4	$87.5K	Hold	21,191	–	–	0.01%	315
2025 Q3	$66.5K	Hold	21,191	–	–	0.01%	314
2025 Q2	$42.4K	Hold	21,191	–	–	﹤0.01%	303
2025 Q1	$54.5K	Hold	21,191	–	–	0.01%	294
2024 Q4	$64K	Hold	21,191	–	–	0.01%	296
2024 Q3	$62.5K	Hold	21,191	–	–	0.01%	295
2024 Q2	$75.9K	Hold	21,191	–	–	0.01%	283
2024 Q1	$94.5K	Hold	21,191	–	–	0.01%	262
2023 Q4	$103K	Hold	21,191	–	–	0.02%	259
2023 Q3	$106K	Buy	21,191 +1,000	+5%	+$5.66K	0.02%	239
2023 Q2	$82.6K	Hold	20,191	–	–	0.02%	228
2023 Q1	$55.3K	Buy	20,191 +8,791	+77%	+$22.5K	0.01%	245
2022 Q4	$24.2K	Buy	+11,400	New	+$35.9K	﹤0.01%	230

Other funds holding HLLY

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Certified Advisory Corp's HLLY Position: Q2 2026 in Review

Certified Advisory Corp sold out of Holley (HLLY) in Q2 2026, closing a stake of 21,191 shares — an estimated $65.1K sold.

Certified Advisory Corp first reported a position in HLLY in Q4 2022 and held it in 14 quarters. The position peaked at $106K in Q3 2023. 9 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

Certified Advisory Corp reported no remaining Holley position as of Q2 2026 after selling out during the quarter.
Certified Advisory Corp sold 21,191 Holley shares in Q2 2026, an estimated $65.1K.
Certified Advisory Corp first reported a position in Holley in Q4 2022 and held it in 14 quarters.
Certified Advisory Corp's Holley position peaked at $106K in Q3 2023.
9 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.