Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$375K	Sell	9,029 -208	-2%	-$8.48K	0.12%	85
2026 Q1	$357K	Hold	9,237	–	–	0.13%	84
2025 Q4	$363K	Buy	9,237 +6,997	+312%	+$272K	0.14%	80
2025 Q3	$85.8K	Hold	2,240	–	–	0.03%	134
2025 Q2	$81.9K	Hold	2,240	–	–	0.03%	143
2025 Q1	$76.9K	Buy	2,240 +800	+56%	+$28.1K	0.03%	147
2024 Q4	$50.4K	Buy	+1,440	New	+$50.4K	0.02%	174

Other funds holding GOCT

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

KAS

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Tanglewood Legacy Advisors reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 2.3% in Q2 2026, selling an estimated $8.48K and leaving 9,029 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #85.

Tanglewood Legacy Advisors first reported a position in GOCT in Q4 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold GOCT as of Q2 2026.

Tanglewood Legacy Advisors held 9,029 shares of FT Vest US Equity Moderate Buffer ETF October worth $375K as of Q2 2026.
Tanglewood Legacy Advisors sold 208 FT Vest US Equity Moderate Buffer ETF October shares in Q2 2026, an estimated $8.48K.
FT Vest US Equity Moderate Buffer ETF October made up 0.12% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #85 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2026.

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