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 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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

BCM

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

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

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

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

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

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

Tanglewood Legacy Advisors increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 24% in Q1 2026, buying an estimated $160K and bringing the position to 19,340 shares worth $823K. The position accounts for 0.3% of the portfolio, ranked #50.

Tanglewood Legacy Advisors first reported a position in DJAN in Q1 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold DJAN as of Q1 2026.

Tanglewood Legacy Advisors held 19,340 shares of FT Vest US Equity Deep Buffer ETF January worth $823K as of Q1 2026.
Tanglewood Legacy Advisors bought 3,688 FT Vest US Equity Deep Buffer ETF January shares in Q1 2026, an estimated $160K.
FT Vest US Equity Deep Buffer ETF January made up 0.3% of Tanglewood Legacy Advisors's portfolio in Q1 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 9 quarters since.
122 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2026.

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