Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$773K	Sell	17,783 -160	-0.9%	-$6.84K	0.25%	55
2026 Q1	$732K	Hold	17,943	–	–	0.26%	53
2025 Q4	$742K	Hold	17,943	–	–	0.28%	53
2025 Q3	$728K	Buy	17,943 +4,996	+39%	+$198K	0.28%	52
2025 Q2	$501K	Sell	12,947 -7,857	-38%	-$287K	0.21%	62
2025 Q1	$748K	Hold	20,804	–	–	0.33%	45
2024 Q4	$763K	Hold	20,804	–	–	0.33%	45
2024 Q3	$750K	Buy	20,804 +830	+4%	+$29.1K	0.33%	45
2024 Q2	$694K	Hold	19,974	–	–	0.33%	44
2024 Q1	$676K	Hold	19,974	–	–	0.33%	43
2023 Q4	$641K	Sell	19,974 -1,271	-6%	-$39.1K	0.35%	42
2023 Q3	$636K	Buy	+21,245	New	+$648K	0.38%	42

Other funds holding GJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

KAS

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

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

Tanglewood Legacy Advisors reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 0.89% in Q2 2026, selling an estimated $6.84K and leaving 17,783 shares worth $773K. The position accounts for 0.25% of the portfolio, ranked #55.

Tanglewood Legacy Advisors first reported a position in GJUL in Q3 2023 and has held it in 12 quarters since. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Tanglewood Legacy Advisors held 17,783 shares of FT Vest US Equity Moderate Buffer ETF July worth $773K as of Q2 2026.
Tanglewood Legacy Advisors sold 160 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $6.84K.
FT Vest US Equity Moderate Buffer ETF July made up 0.25% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #55 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

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