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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$793K	Hold	13,325	–	–	0.26%	53
2026 Q1	$729K	Hold	13,325	–	–	0.26%	54
2025 Q4	$745K	Sell	13,325 -508	-4%	-$28K	0.28%	52
2025 Q3	$757K	Buy	13,833 +6,882	+99%	+$367K	0.29%	50
2025 Q2	$360K	Buy	6,951 +181	+3%	+$8.77K	0.15%	75
2025 Q1	$322K	Sell	6,770 -4,012	-37%	-$197K	0.14%	76
2024 Q4	$528K	Hold	10,782	–	–	0.23%	58
2024 Q3	$519K	Hold	10,782	–	–	0.23%	54
2024 Q2	$497K	Sell	10,782 -3,850	-26%	-$172K	0.23%	51
2024 Q1	$650K	Hold	14,632	–	–	0.32%	45
2023 Q4	$609K	Hold	14,632	–	–	0.33%	44
2023 Q3	$561K	Buy	14,632 +8,324	+132%	+$327K	0.34%	44
2023 Q2	$246K	Hold	6,308	–	–	0.14%	71
2023 Q1	$228K	Sell	6,308 -15	-0.2%	-$532	0.15%	70
2022 Q4	$217K	Buy	+6,323	New	+$216K	0.15%	55

Other funds holding FJUL

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Tanglewood Legacy Advisors held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 13,325 shares worth $793K. The position accounts for 0.26% of the portfolio, ranked #53.

Tanglewood Legacy Advisors first reported a position in FJUL in Q4 2022 and has held it in 15 quarters since. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Tanglewood Legacy Advisors held 13,325 shares of FT Vest US Equity Buffer ETF July worth $793K as of Q2 2026.
Tanglewood Legacy Advisors left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.26% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #53 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q4 2022 and has held it in 15 quarters since.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

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