Tanglewood Legacy Advisors’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.32M	Buy	47,164 +7,823	+20%	+$381K	0.75%	21
2026 Q1	$1.85M	Hold	39,341	–	–	0.67%	24
2025 Q4	$1.86M	Hold	39,341	–	–	0.7%	24
2025 Q3	$1.83M	Sell	39,341 -121	-0.3%	-$5.54K	0.71%	24
2025 Q2	$1.78M	Sell	39,462 -1,721	-4%	-$73.6K	0.73%	25
2025 Q1	$1.73M	Sell	41,183 -7,954	-16%	-$345K	0.76%	22
2024 Q4	$2.13M	Sell	49,137 -1,901	-4%	-$82.1K	0.91%	20
2024 Q3	$2.17M	Sell	51,038 -1,766	-3%	-$73.1K	0.96%	19
2024 Q2	$2.16M	Sell	52,804 -270	-0.5%	-$10.9K	1.02%	19
2024 Q1	$2.12M	Hold	53,074	–	–	1.05%	18
2023 Q4	$2.02M	Hold	53,074	–	–	1.1%	17
2023 Q3	$1.87M	Hold	53,074	–	–	1.12%	18
2023 Q2	$1.91M	Buy	53,074 +4,000	+8%	+$140K	1.11%	18
2023 Q1	$1.67M	Sell	49,074 -172	-0.3%	-$5.72K	1.07%	18
2022 Q4	$1.59M	Buy	+49,246	New	+$1.58M	1.13%	16

Other funds holding DJUN

KAS

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

SAMC

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

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

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

Tanglewood Legacy Advisors increased its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 20% in Q2 2026, buying an estimated $381K and bringing the position to 47,164 shares worth $2.32M. The position accounts for 0.75% of the portfolio, ranked #21.

Tanglewood Legacy Advisors first reported a position in DJUN in Q4 2022 and has held it in 15 quarters since. 106 funds tracked by Wall St. Rank hold DJUN as of Q2 2026.

Tanglewood Legacy Advisors held 47,164 shares of FT Vest US Equity Deep Buffer ETF June worth $2.32M as of Q2 2026.
Tanglewood Legacy Advisors bought 7,823 FT Vest US Equity Deep Buffer ETF June shares in Q2 2026, an estimated $381K.
FT Vest US Equity Deep Buffer ETF June made up 0.75% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #21 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Deep Buffer ETF June in Q4 2022 and has held it in 15 quarters since.
106 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2026.

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