Tanglewood Legacy Advisors’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$880K	Hold	19,340	–	–	0.28%	50
2026 Q1	$823K	Buy	19,340 +3,688	+24%	+$160K	0.3%	50
2025 Q4	$680K	Hold	15,652	–	–	0.26%	55
2025 Q3	$660K	Hold	15,652	–	–	0.25%	55
2025 Q2	$631K	Buy	15,652 +5,861	+60%	+$226K	0.26%	52
2025 Q1	$372K	Buy	9,791 +6,791	+226%	+$265K	0.16%	69
2024 Q4	$117K	Hold	3,000	–	–	0.05%	115
2024 Q3	$115K	Hold	3,000	–	–	0.05%	112
2024 Q2	$111K	Hold	3,000	–	–	0.05%	113
2024 Q1	$108K	Buy	+3,000	New	+$106K	0.05%	117

Other funds holding DJAN

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

KAS

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Tanglewood Legacy Advisors held its FT Vest US Equity Deep Buffer ETF January (DJAN) position steady in Q2 2026 at 19,340 shares worth $880K. The position accounts for 0.28% of the portfolio, ranked #50.

Tanglewood Legacy Advisors first reported a position in DJAN in Q1 2024 and has held it in 10 quarters since. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Tanglewood Legacy Advisors held 19,340 shares of FT Vest US Equity Deep Buffer ETF January worth $880K as of Q2 2026.
Tanglewood Legacy Advisors left its FT Vest US Equity Deep Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF January made up 0.28% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #50 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

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