WETS
HLLY icon

Wealth Enhancement Trust Services’s Holley HLLY Stock Holding History

Wealth Enhancement Trust 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 		$84 Buy
+33
New +$94 ﹤0.01% 1425

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Holley (HLLY) in Q2 2026: 33 shares worth $84. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings.

132 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Wealth Enhancement Trust Services held 33 shares of Holley worth $84 as of Q2 2026.
  • Holley was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Holley made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1425 holding.
  • 132 funds tracked by Wall St. Rank held Holley as of Q2 2026.

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