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Tanglewood Legacy Advisors’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Tanglewood Legacy Advisors’s Portfolio DSEP Stock Details DSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.1K Hold
1,899
– – 0.03% 137
2026
Q1 		$83.5K Hold
1,899
– – 0.03% 137
2025
Q4 		$85.3K Hold
1,899
– – 0.03% 137
2025
Q3 		$83.9K Sell
1,899
-2,589
-58% -$112K 0.03% 137
2025
Q2 		$190K Buy
4,488
+185
+4% +$7.46K 0.08% 97
2025
Q1 		$171K Buy
4,303
+1,953
+83% +$79.5K 0.07% 102
2024
Q4 		$95.3K Hold
2,350
– – 0.04% 132
2024
Q3 		$94.1K Sell
2,350
-1,091
-32% -$43K 0.04% 125
2024
Q2 		$135K Hold
3,441
– – 0.06% 104
2024
Q1 		$131K Hold
3,441
– – 0.06% 103
2023
Q4 		$125K Hold
3,441
– – 0.07% 100
2023
Q3 		$117K Hold
3,441
– – 0.07% 103
2023
Q2 		$118K Hold
3,441
– – 0.07% 101
2023
Q1 		$110K Hold
3,441
– – 0.07% 101
2022
Q4 		$105K Buy
+3,441
New +$105K 0.08% 88

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

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

Tanglewood Legacy Advisors held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q2 2026 at 1,899 shares worth $90.1K. The position accounts for 0.03% of the portfolio, ranked #137.

Tanglewood Legacy Advisors first reported a position in DSEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $190K in Q2 2025. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

  • Tanglewood Legacy Advisors held 1,899 shares of FT Vest US Equity Deep Buffer ETF September worth $90.1K as of Q2 2026.
  • Tanglewood Legacy Advisors left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF September made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #137 holding.
  • Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's FT Vest US Equity Deep Buffer ETF September position peaked at $190K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

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