Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.78M	Buy	43,132 +14,942	+53%	+$609K	0.57%	30
2026 Q1	$1.11M	Hold	28,190	–	–	0.4%	42
2025 Q4	$1.12M	Hold	28,190	–	–	0.42%	39
2025 Q3	$1.1M	Sell	28,190 -862	-3%	-$32.9K	0.42%	36
2025 Q2	$1.09M	Hold	29,052	–	–	0.45%	35
2025 Q1	$1.02M	Sell	29,052 -370	-1%	-$13.4K	0.45%	33
2024 Q4	$1.06M	Hold	29,422	–	–	0.45%	36
2024 Q3	$1.04M	Hold	29,422	–	–	0.46%	34
2024 Q2	$1M	Buy	29,422 +4,232	+17%	+$142K	0.47%	35
2024 Q1	$840K	Hold	25,190	–	–	0.41%	37
2023 Q4	$801K	Buy	25,190 +270	+1%	+$8.22K	0.44%	36
2023 Q3	$738K	Buy	24,920 +1,450	+6%	+$43.8K	0.44%	37
2023 Q2	$707K	Buy	+23,470	New	+$700K	0.41%	38

Other funds holding GJUN

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

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

KAS

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

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

Tanglewood Legacy Advisors increased its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 53% in Q2 2026, buying an estimated $609K and bringing the position to 43,132 shares worth $1.78M. The position accounts for 0.57% of the portfolio, ranked #30.

Tanglewood Legacy Advisors first reported a position in GJUN in Q2 2023 and has held it in 13 quarters since. 135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Tanglewood Legacy Advisors held 43,132 shares of FT Vest US Equity Moderate Buffer ETF June worth $1.78M as of Q2 2026.
Tanglewood Legacy Advisors bought 14,942 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $609K.
FT Vest US Equity Moderate Buffer ETF June made up 0.57% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #30 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and has held it in 13 quarters since.
135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

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