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 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 $26.4B AUM 21.05% 1-Year Est. Return

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

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

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

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

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

Tanglewood Legacy Advisors held its FT Vest US Equity Deep Buffer ETF June (DJUN) position steady in Q1 2026 at 39,341 shares worth $1.85M. The position accounts for 0.67% of the portfolio, ranked #24.

Tanglewood Legacy Advisors first reported a position in DJUN in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.17M in Q3 2024. 100 funds tracked by Wall St. Rank hold DJUN as of Q1 2026.

Tanglewood Legacy Advisors held 39,341 shares of FT Vest US Equity Deep Buffer ETF June worth $1.85M as of Q1 2026.
Tanglewood Legacy Advisors left its FT Vest US Equity Deep Buffer ETF June share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF June made up 0.67% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #24 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 14 quarters since.
Tanglewood Legacy Advisors's FT Vest US Equity Deep Buffer ETF June position peaked at $2.17M in Q3 2024.
100 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q1 2026.

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