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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.25M	Buy	37,590 +2,201	+6%	+$130K	0.73%	22
2026 Q1	$2M	Hold	35,389	–	–	0.72%	22
2025 Q4	$2.02M	Hold	35,389	–	–	0.76%	20
2025 Q3	$1.98M	Hold	35,389	–	–	0.76%	21
2025 Q2	$1.9M	Sell	35,389 -1,870	-5%	-$95K	0.78%	19
2025 Q1	$1.86M	Sell	37,259 -7,162	-16%	-$370K	0.81%	20
2024 Q4	$2.28M	Sell	44,421 -1,489	-3%	-$76.4K	0.98%	18
2024 Q3	$2.32M	Hold	45,910	–	–	1.03%	17
2024 Q2	$2.22M	Sell	45,910 -782	-2%	-$37K	1.05%	17
2024 Q1	$2.2M	Hold	46,692	–	–	1.08%	16
2023 Q4	$2.06M	Hold	46,692	–	–	1.13%	16
2023 Q3	$1.89M	Hold	46,692	–	–	1.13%	17
2023 Q2	$1.93M	Hold	46,692	–	–	1.12%	17
2023 Q1	$1.79M	Sell	46,692 -161	-0.3%	-$6.01K	1.14%	16
2022 Q4	$1.69M	Buy	+46,853	New	+$1.68M	1.2%	14

Other funds holding FJUN

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

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

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

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

Tanglewood Legacy Advisors increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 6.2% in Q2 2026, buying an estimated $130K and bringing the position to 37,590 shares worth $2.25M. The position accounts for 0.73% of the portfolio, ranked #22.

Tanglewood Legacy Advisors first reported a position in FJUN in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.32M in Q3 2024. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Tanglewood Legacy Advisors held 37,590 shares of FT Vest US Equity Buffer ETF June worth $2.25M as of Q2 2026.
Tanglewood Legacy Advisors bought 2,201 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $130K.
FT Vest US Equity Buffer ETF June made up 0.73% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #22 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's FT Vest US Equity Buffer ETF June position peaked at $2.32M in Q3 2024.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

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