Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.69M	Hold	42,501	–	–	0.55%	32
2026 Q1	$1.57M	Buy	42,501 +4,895	+13%	+$185K	0.57%	30
2025 Q4	$1.42M	Buy	37,606 +8,544	+29%	+$318K	0.53%	33
2025 Q3	$1.07M	Hold	29,062	–	–	0.41%	38
2025 Q2	$1.02M	Buy	29,062 +14,260	+96%	+$478K	0.42%	39
2025 Q1	$490K	Sell	14,802 -3,046	-17%	-$103K	0.21%	61
2024 Q4	$602K	Buy	17,848 +8,860	+99%	+$297K	0.26%	52
2024 Q3	$298K	Hold	8,988	–	–	0.13%	71
2024 Q2	$291K	Hold	8,988	–	–	0.14%	69
2024 Q1	$284K	Buy	8,988 +2,470	+38%	+$76.3K	0.14%	73
2023 Q4	$197K	Buy	+6,518	New	+$197K	0.11%	83

Other funds holding GDEC

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

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

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

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

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

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

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

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

Tanglewood Legacy Advisors held its FT Vest US Equity Moderate Buffer ETF December (GDEC) position steady in Q2 2026 at 42,501 shares worth $1.69M. The position accounts for 0.55% of the portfolio, ranked #32.

Tanglewood Legacy Advisors first reported a position in GDEC in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Tanglewood Legacy Advisors held 42,501 shares of FT Vest US Equity Moderate Buffer ETF December worth $1.69M as of Q2 2026.
Tanglewood Legacy Advisors left its FT Vest US Equity Moderate Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF December made up 0.55% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #32 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

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