Tanglewood Legacy Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$610K	Hold	13,048	–	–	0.22%	63
2025 Q4	$621K	Sell	13,048 -5,100	-28%	-$240K	0.23%	61
2025 Q3	$847K	Hold	18,148	–	–	0.33%	45
2025 Q2	$806K	Buy	18,148 +7,800	+75%	+$325K	0.33%	45
2025 Q1	$423K	Sell	10,348 -20	-0.2%	-$843	0.19%	66
2024 Q4	$435K	Hold	10,368	–	–	0.19%	65
2024 Q3	$429K	Sell	10,368 -650	-6%	-$26.1K	0.19%	61
2024 Q2	$438K	Sell	11,018 -4,526	-29%	-$176K	0.21%	57
2024 Q1	$601K	Hold	15,544	–	–	0.3%	48
2023 Q4	$567K	Hold	15,544	–	–	0.31%	48
2023 Q3	$528K	Buy	15,544 +9,600	+162%	+$334K	0.32%	47
2023 Q2	$206K	Hold	5,944	–	–	0.12%	80
2023 Q1	$192K	Sell	5,944 -220	-4%	-$6.97K	0.12%	76
2022 Q4	$191K	Buy	+6,164	New	+$190K	0.14%	61

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

KAS

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

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

Tanglewood Legacy Advisors held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q1 2026 at 13,048 shares worth $610K. The position accounts for 0.22% of the portfolio, ranked #63.

Tanglewood Legacy Advisors first reported a position in DJUL in Q4 2022 and has held it in 14 quarters since. The position peaked at $847K in Q3 2025. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

Tanglewood Legacy Advisors held 13,048 shares of FT Vest US Equity Deep Buffer ETF July worth $610K as of Q1 2026.
Tanglewood Legacy Advisors left its FT Vest US Equity Deep Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF July made up 0.22% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #63 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's FT Vest US Equity Deep Buffer ETF July position peaked at $847K in Q3 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

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