Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.81M	Sell	84,702 -133	-0.2%	-$5.88K	1.23%	15
2026 Q1	$3.56M	Buy	84,835 +14,382	+20%	+$614K	1.29%	14
2025 Q4	$3.01M	Hold	70,453	–	–	1.13%	15
2025 Q3	$2.94M	Sell	70,453 -280	-0.4%	-$11.4K	1.13%	13
2025 Q2	$2.83M	Buy	70,733 +5,570	+9%	+$213K	1.16%	13
2025 Q1	$2.45M	Buy	65,163 +26,588	+69%	+$1.03M	1.08%	17
2024 Q4	$1.49M	Hold	38,575	–	–	0.64%	27
2024 Q3	$1.46M	Hold	38,575	–	–	0.65%	26
2024 Q2	$1.42M	Hold	38,575	–	–	0.67%	25
2024 Q1	$1.38M	Buy	38,575 +21,915	+132%	+$770K	0.68%	24
2023 Q4	$574K	Hold	16,660	–	–	0.31%	46
2023 Q3	$537K	Hold	16,660	–	–	0.32%	45
2023 Q2	$542K	Hold	16,660	–	–	0.31%	45
2023 Q1	$516K	Buy	+16,660	New	+$507K	0.33%	42

Other funds holding GJAN

LPL Financial San Diego, California $445B AUM 25.58% 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

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

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

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

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

FIBOI

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

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

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

Tanglewood Legacy Advisors reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 0.16% in Q2 2026, selling an estimated $5.88K and leaving 84,702 shares worth $3.81M. The position accounts for 1.23% of the portfolio, ranked #15.

Tanglewood Legacy Advisors first reported a position in GJAN in Q1 2023 and has held it in 14 quarters since. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Tanglewood Legacy Advisors held 84,702 shares of FT Vest US Equity Moderate Buffer ETF January worth $3.81M as of Q2 2026.
Tanglewood Legacy Advisors sold 133 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $5.88K.
FT Vest US Equity Moderate Buffer ETF January made up 1.23% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #15 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and has held it in 14 quarters since.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

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