Tanglewood Legacy Advisors’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$790K	Hold	16,666	–	–	0.25%	54
2026 Q1	$738K	Buy	16,666 +5,266	+46%	+$237K	0.27%	52
2025 Q4	$514K	Buy	11,400 +583	+5%	+$25.8K	0.19%	68
2025 Q3	$473K	Hold	10,817	–	–	0.18%	71
2025 Q2	$452K	Buy	10,817 +7,490	+225%	+$298K	0.19%	68
2025 Q1	$130K	Sell	3,327 -3,884	-54%	-$156K	0.06%	112
2024 Q4	$289K	Hold	7,211	–	–	0.12%	77
2024 Q3	$285K	Sell	7,211 -1,318	-15%	-$51.2K	0.13%	73
2024 Q2	$328K	Sell	8,529 -10,315	-55%	-$389K	0.16%	67
2024 Q1	$706K	Sell	18,844 -13,150	-41%	-$481K	0.35%	42
2023 Q4	$1.14M	Hold	31,994	–	–	0.62%	24
2023 Q3	$1.07M	Hold	31,994	–	–	0.64%	24
2023 Q2	$1.08M	Hold	31,994	–	–	0.62%	24
2023 Q1	$1.02M	Hold	31,994	–	–	0.65%	25
2022 Q4	$979K	Buy	+31,994	New	+$973K	0.7%	24

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Tanglewood Legacy Advisors's DDEC Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its FT Vest US Equity Deep Buffer ETF December (DDEC) position steady in Q2 2026 at 16,666 shares worth $790K. The position accounts for 0.25% of the portfolio, ranked #54.

Tanglewood Legacy Advisors first reported a position in DDEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q4 2023. 127 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Tanglewood Legacy Advisors held 16,666 shares of FT Vest US Equity Deep Buffer ETF December worth $790K as of Q2 2026.
Tanglewood Legacy Advisors left its FT Vest US Equity Deep Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF December made up 0.25% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #54 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's FT Vest US Equity Deep Buffer ETF December position peaked at $1.14M in Q4 2023.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.