Tanglewood Legacy Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.82M	Sell	103,547 -542	-0.5%	-$30K	1.88%	7
2026 Q1	$5.5M	Sell	104,089 -1,471	-1%	-$78.8K	1.99%	7
2025 Q4	$5.64M	Sell	105,560 -5,286	-5%	-$278K	2.12%	7
2025 Q3	$5.79M	Sell	110,846 -59	-0.1%	-$3.02K	2.24%	6
2025 Q2	$5.55M	Sell	110,905 -3,043	-3%	-$143K	2.28%	6
2025 Q1	$5.26M	Sell	113,948 -12,550	-10%	-$598K	2.31%	7
2024 Q4	$6M	Sell	126,498 -593	-0.5%	-$28K	2.56%	6
2024 Q3	$5.91M	Sell	127,091 -279	-0.2%	-$12.6K	2.63%	6
2024 Q2	$5.69M	Sell	127,370 -24,746	-16%	-$1.08M	2.69%	6
2024 Q1	$6.57M	Sell	152,116 -813	-0.5%	-$34.4K	3.24%	4
2023 Q4	$6.34M	Sell	152,929 -3,539	-2%	-$140K	3.46%	4
2023 Q3	$5.99M	Hold	156,468	–	–	3.59%	4
2023 Q2	$6.1M	Hold	156,468	–	–	3.53%	4
2023 Q1	$5.76M	Buy	156,468 +88	+0.1%	+$3.18K	3.68%	4
2022 Q4	$5.5M	Buy	+156,380	New	+$5.49M	3.91%	4

Other funds holding FMAY

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

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

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

Tanglewood Legacy Advisors reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 0.52% in Q2 2026, selling an estimated $30K and leaving 103,547 shares worth $5.82M. The position accounts for 1.88% of the portfolio, ranked #7.

Tanglewood Legacy Advisors first reported a position in FMAY in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.57M in Q1 2024. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Tanglewood Legacy Advisors held 103,547 shares of FT Vest US Equity Buffer ETF May worth $5.82M as of Q2 2026.
Tanglewood Legacy Advisors sold 542 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $30K.
FT Vest US Equity Buffer ETF May made up 1.88% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #7 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's FT Vest US Equity Buffer ETF May position peaked at $6.57M in Q1 2024.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

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