Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.82M	Sell	86,661 -3,168	-4%	-$137K	1.23%	14
2026 Q1	$3.69M	Buy	89,829 +21,858	+32%	+$913K	1.34%	13
2025 Q4	$2.82M	Hold	67,971	–	–	1.06%	17
2025 Q3	$2.76M	Sell	67,971 -2,743	-4%	-$109K	1.07%	16
2025 Q2	$2.76M	Sell	70,714 -987	-1%	-$36.7K	1.13%	14
2025 Q1	$2.64M	Buy	71,701 +14,167	+25%	+$531K	1.16%	14
2024 Q4	$2.15M	Hold	57,534	–	–	0.92%	19
2024 Q3	$2.1M	Sell	57,534 -80	-0.1%	-$2.86K	0.93%	20
2024 Q2	$2.04M	Sell	57,614 -44	-0.1%	-$1.52K	0.96%	20
2024 Q1	$1.99M	Buy	57,658 +44,713	+345%	+$1.5M	0.98%	19
2023 Q4	$428K	Hold	12,945	–	–	0.23%	58
2023 Q3	$399K	Hold	12,945	–	–	0.24%	58
2023 Q2	$404K	Buy	+12,945	New	+$390K	0.23%	57

Other funds holding GFEB

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIBOI

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Tanglewood Legacy Advisors reduced its FT Vest US Equity Moderate Buffer ETF February (GFEB) stake by 3.5% in Q2 2026, selling an estimated $137K and leaving 86,661 shares worth $3.82M. The position accounts for 1.23% of the portfolio, ranked #14.

Tanglewood Legacy Advisors first reported a position in GFEB in Q2 2023 and has held it in 13 quarters since. 117 funds tracked by Wall St. Rank hold GFEB as of Q2 2026.

Tanglewood Legacy Advisors held 86,661 shares of FT Vest US Equity Moderate Buffer ETF February worth $3.82M as of Q2 2026.
Tanglewood Legacy Advisors sold 3,168 FT Vest US Equity Moderate Buffer ETF February shares in Q2 2026, an estimated $137K.
FT Vest US Equity Moderate Buffer ETF February made up 1.23% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #14 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q2 2023 and has held it in 13 quarters since.
117 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2026.

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