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 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Tanglewood Legacy Advisors's GJUN Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its FT Vest US Equity Moderate Buffer ETF June (GJUN) position steady in Q1 2026 at 28,190 shares worth $1.11M. The position accounts for 0.4% of the portfolio, ranked #42.

Tanglewood Legacy Advisors first reported a position in GJUN in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q4 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

Tanglewood Legacy Advisors held 28,190 shares of FT Vest US Equity Moderate Buffer ETF June worth $1.11M as of Q1 2026.
Tanglewood Legacy Advisors left its FT Vest US Equity Moderate Buffer ETF June share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF June made up 0.4% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #42 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 12 quarters since.
Tanglewood Legacy Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $1.12M in Q4 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.