Tanglewood Legacy Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.61M	Sell	51,607 -1,602	-3%	-$79.7K	0.84%	19
2026 Q1	$2.52M	Buy	53,209 +15,036	+39%	+$722K	0.91%	18
2025 Q4	$1.82M	Hold	38,173	–	–	0.68%	25
2025 Q3	$1.78M	Sell	38,173 -2,389	-6%	-$109K	0.69%	25
2025 Q2	$1.81M	Buy	40,562 +21,699	+115%	+$927K	0.74%	23
2025 Q1	$795K	Buy	18,863 +8,446	+81%	+$363K	0.35%	42
2024 Q4	$445K	Hold	10,417	–	–	0.19%	64
2024 Q3	$435K	Hold	10,417	–	–	0.19%	58
2024 Q2	$420K	Hold	10,417	–	–	0.2%	58
2024 Q1	$407K	Hold	10,417	–	–	0.2%	60
2023 Q4	$391K	Hold	10,417	–	–	0.21%	61
2023 Q3	$363K	Hold	10,417	–	–	0.22%	59
2023 Q2	$368K	Hold	10,417	–	–	0.21%	58
2023 Q1	$350K	Buy	+10,417	New	+$347K	0.22%	52

Other funds holding DFEB

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

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

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

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

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

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

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

KAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Tanglewood Legacy Advisors reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 3% in Q2 2026, selling an estimated $79.7K and leaving 51,607 shares worth $2.61M. The position accounts for 0.84% of the portfolio, ranked #19.

Tanglewood Legacy Advisors first reported a position in DFEB in Q1 2023 and has held it in 14 quarters since. 145 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

Tanglewood Legacy Advisors held 51,607 shares of FT Vest US Equity Deep Buffer ETF February worth $2.61M as of Q2 2026.
Tanglewood Legacy Advisors sold 1,602 FT Vest US Equity Deep Buffer ETF February shares in Q2 2026, an estimated $79.7K.
FT Vest US Equity Deep Buffer ETF February made up 0.84% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #19 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2023 and has held it in 14 quarters since.
145 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

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