Tanglewood Legacy Advisors’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Tanglewood Legacy Advisors’s Portfolio DAUG Stock Details DAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$477K	Sell	10,946 -1,800	-14%	-$79.9K	0.17%	74
2025 Q4	$565K	Hold	12,746	–	–	0.21%	66
2025 Q3	$556K	Buy	12,746 +2,323	+22%	+$99.1K	0.21%	64
2025 Q2	$434K	Sell	10,423 -5,889	-36%	-$232K	0.18%	70
2025 Q1	$633K	Sell	16,312 -646	-4%	-$25.7K	0.28%	48
2024 Q4	$673K	Sell	16,958 -935	-5%	-$37K	0.29%	49
2024 Q3	$700K	Buy	17,893 +11,858	+196%	+$454K	0.31%	46
2024 Q2	$228K	Hold	6,035	–	–	0.11%	84
2024 Q1	$223K	Hold	6,035	–	–	0.11%	81
2023 Q4	$214K	Buy	6,035 +576	+11%	+$19.6K	0.12%	78
2023 Q3	$181K	Hold	5,459	–	–	0.11%	85
2023 Q2	$186K	Buy	5,459 +1,140	+26%	+$37.1K	0.11%	84
2023 Q1	$139K	Sell	4,319 -1,027	-19%	-$32.5K	0.09%	89
2022 Q4	$166K	Buy	+5,346	New	+$166K	0.12%	67

Other funds holding DAUG

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tanglewood Legacy Advisors's DAUG Position: Q1 2026 in Review

Tanglewood Legacy Advisors reduced its FT Vest US Equity Deep Buffer ETF August (DAUG) stake by 14% in Q1 2026, selling an estimated $79.9K and leaving 10,946 shares worth $477K. The position accounts for 0.17% of the portfolio, ranked #74.

Tanglewood Legacy Advisors first reported a position in DAUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $700K in Q3 2024. 112 funds tracked by Wall St. Rank hold DAUG as of Q1 2026.

Tanglewood Legacy Advisors held 10,946 shares of FT Vest US Equity Deep Buffer ETF August worth $477K as of Q1 2026.
Tanglewood Legacy Advisors sold 1,800 FT Vest US Equity Deep Buffer ETF August shares in Q1 2026, an estimated $79.9K.
FT Vest US Equity Deep Buffer ETF August made up 0.17% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #74 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Deep Buffer ETF August in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's FT Vest US Equity Deep Buffer ETF August position peaked at $700K in Q3 2024.
112 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.