Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$465K	Sell	11,348 -25	-0.2%	-$1K	0.15%	77
2026 Q1	$433K	Hold	11,373	–	–	0.16%	77
2025 Q4	$441K	Hold	11,373	–	–	0.17%	74
2025 Q3	$433K	Sell	11,373 -134	-1%	-$5.01K	0.17%	73
2025 Q2	$422K	Sell	11,507 -902	-7%	-$31.6K	0.17%	71
2025 Q1	$429K	Buy	12,409 +11,060	+820%	+$390K	0.19%	65
2024 Q4	$47.3K	Hold	1,349	–	–	0.02%	177
2024 Q3	$46.6K	Buy	1,349 +1,199	+799%	+$40.9K	0.02%	166
2024 Q2	$5.07K	Hold	150	–	–	﹤0.01%	256
2024 Q1	$4.95K	Hold	150	–	–	﹤0.01%	267
2023 Q4	$4.74K	Buy	+150	New	+$4.55K	﹤0.01%	261

Other funds holding GSEP

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

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

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

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

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

KAS

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FIBOI

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

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

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

Tanglewood Legacy Advisors reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 0.22% in Q2 2026, selling an estimated $1K and leaving 11,348 shares worth $465K. The position accounts for 0.15% of the portfolio, ranked #77.

Tanglewood Legacy Advisors first reported a position in GSEP in Q4 2023 and has held it in 11 quarters since. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Tanglewood Legacy Advisors held 11,348 shares of FT Vest US Equity Moderate Buffer ETF September worth $465K as of Q2 2026.
Tanglewood Legacy Advisors sold 25 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $1K.
FT Vest US Equity Moderate Buffer ETF September made up 0.15% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #77 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and has held it in 11 quarters since.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

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