Tanglewood Legacy Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Sell	27,503 -660	-2%	-$35.6K	0.49%	37
2026 Q1	$1.42M	Buy	28,163 +4,668	+20%	+$241K	0.51%	36
2025 Q4	$1.22M	Hold	23,495	–	–	0.46%	37
2025 Q3	$1.18M	Hold	23,495	–	–	0.46%	34
2025 Q2	$1.12M	Buy	23,495 +973	+4%	+$43.8K	0.46%	34
2025 Q1	$999K	Hold	22,522	–	–	0.44%	36
2024 Q4	$1.03M	Hold	22,522	–	–	0.44%	37
2024 Q3	$1.01M	Hold	22,522	–	–	0.45%	35
2024 Q2	$978K	Hold	22,522	–	–	0.46%	36
2024 Q1	$945K	Buy	22,522 +21,588	+2,311%	+$883K	0.47%	34
2023 Q4	$37.2K	Sell	934 -960	-51%	-$36.2K	0.02%	173
2023 Q3	$69.1K	Hold	1,894	–	–	0.04%	138
2023 Q2	$70.4K	Hold	1,894	–	–	0.04%	137
2023 Q1	$66.1K	Buy	1,894 +1,200	+173%	+$40.9K	0.04%	133
2022 Q4	$22.7K	Buy	+694	New	+$22.4K	0.02%	177

Other funds holding FJAN

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

Tanglewood Legacy Advisors reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 2.3% in Q2 2026, selling an estimated $35.6K and leaving 27,503 shares worth $1.52M. The position accounts for 0.49% of the portfolio, ranked #37.

Tanglewood Legacy Advisors first reported a position in FJAN in Q4 2022 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Tanglewood Legacy Advisors held 27,503 shares of FT Vest US Equity Buffer ETF January worth $1.52M as of Q2 2026.
Tanglewood Legacy Advisors sold 660 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $35.6K.
FT Vest US Equity Buffer ETF January made up 0.49% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #37 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q4 2022 and has held it in 15 quarters since.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

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