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Portfolio (Quarterly) Guide ↗

COTTONWOOD CAPITAL ADVISORS, LLC

· CIK 0001903321
13F Portfolio $166M AUM 88 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 14 Added 16 Reduced 2 Exited
Page 1 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IYW ISHARES TR 64,798.0 $16.3M 9.85% +924.0 +1.4% $252.23 -0.4%
2 SOXX ISHARES TR 21,813.0 $14.0M 8.42% -5K -18.9% $640.76 -20.6%
3 CLSE TRUST FOR PROFESSIONAL MANAG 361,235.0 $12.3M 7.43% +14K +4.2% $34.13 -1.3%
4 MBSD FLEXSHARES TR 385,784.0 $8.0M 4.79% +8K +2.0% $20.62 -1.1%
5 ITA ISHARES TR 31,762.0 $7.7M 4.64% +7K +28.5% $242.42 -4.0%
6 RDVY FIRST TR EXCHANGE TRADED FD 87,248.0 $7.1M 4.26% $81.06 +1.2%
7 HYDB ISHARES TR 138,985.0 $6.5M 3.92% +5K +3.6% $46.77 -0.5%
8 ITB ISHARES TR 55,786.0 $5.8M 3.51% -294.0 -0.5% $104.48 -7.7%
9 FTA FIRST TR EXCHANGE-TRADED ALP 57,559.0 $5.6M 3.36% $96.80 +6.8%
10 IYC ISHARES TR 48,382.0 $4.9M 2.95% +18K +57.9% $101.10 +0.9%
11 TDIV FIRST TR EXCHANGE TRADED FD 38,669.0 $4.4M 2.68% -210.0 -0.5% $114.88 +0.8%
12 IGV ISHARES TR 47,225.0 $4.3M 2.58% -391.0 -0.8% $90.60 +20.9%
13 IAI ISHARES TR 23,514.0 $4.1M 2.48% +2K +7.2% $175.33 +11.3%
14 FVD FIRST TR EXCHANGE-TRADED FD 75,439.0 $3.6M 2.19% $48.18 +4.8%
15 VRP INVESCO EXCH TRADED FD TR II 124,753.0 $3.0M 1.83% $24.31 -0.7%
16 FV FIRST TR EXCHANGE TRADED FD 35,213.0 $2.7M 1.61% -523.0 -1.5% $75.88 -3.5%
17 SKOR FLEXSHARES TR 52,718.0 $2.6M 1.54% +4K +9.0% $48.54 -1.2%
18 IEO ISHARES TR 20,565.0 $2.3M 1.36% $109.83 +22.7%
19 CGSM CAPITAL GRP FIXED INCM ETF T 77,177.0 $2.0M 1.23% +2K +3.0% $26.39 -0.3%
20 LMBS FIRST TR EXCHANGE-TRADED FD 37,120.0 $1.8M 1.11% $49.78 -0.5%
Page 1 of 5  ·  88 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.2%
Industrials 22.1%
Consumer Defensive 16.2%
Financial Services 11.8%
Consumer Cyclical 10.1%
Energy 8.7%
Healthcare 4.9%
Communication Services 2.9%