Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Holley HLLY Stock Holding History

Wealth Enhancement Advisory Services’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
-16,194
Closed -$49.7K – 4182
2026
Q1 		$49.7K Buy
+16,194
New +$61.4K ﹤0.01% 3429

Other funds holding HLLY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DT
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
TM
Torren Management San Diego, California $197M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
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

Wealth Enhancement Advisory Services's HLLY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Holley (HLLY) in Q2 2026, closing a stake of 16,194 shares — an estimated $49.7K sold.

Wealth Enhancement Advisory Services first reported a position in HLLY in Q1 2026 and held it in 1 quarter. The position peaked at $49.7K in Q1 2026. 9 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Holley position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 16,194 Holley shares in Q2 2026, an estimated $49.7K.
  • Wealth Enhancement Advisory Services first reported a position in Holley in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Holley position peaked at $49.7K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.