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Portfolio (Quarterly) Guide ↗

COTTONWOOD CAPITAL ADVISORS, LLC

· CIK 0001903321
13F Portfolio $142M AUM 86 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 13 Added 28 Reduced 5 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RDVY FIRST TR EXCHANGE TRADED FD 87,629.0 $6.0M 4.22% -3K -3.0% $68.28 +9.5%
2 FTA FIRST TR EXCHANGE-TRADED ALP 57,809.0 $5.3M 3.77% -2K -3.8% $92.35 +1.9%
3 ITB ISHARES TR 56,080.0 $5.1M 3.58% -622.0 -1.1% $90.55 +0.3%
4 IGV ISHARES TR 47,616.0 $3.8M 2.69% -474.0 -1.0% $80.05 +15.5%
5 TDIV FIRST TR EXCHANGE TRADED FD 38,879.0 $3.6M 2.57% -1K -2.8% $93.66 +20.8%
6 FVD FIRST TR EXCHANGE-TRADED FD 75,488.0 $3.6M 2.50% -2K -2.3% $47.03 +1.4%
7 VRP INVESCO EXCH TRADED FD TR II 124,948.0 $3.0M 2.11% -4K -3.4% $23.98 +1.0%
8 IEO ISHARES TR 20,592.0 $2.6M 1.81% -198.0 -0.9% $124.90 -5.4%
9 FV FIRST TR EXCHANGE TRADED FD 35,736.0 $2.2M 1.52% -879.0 -2.4% $60.44 +16.8%
10 LMBS FIRST TR EXCHANGE-TRADED FD 37,145.0 $1.9M 1.30% -997.0 -2.6% $49.81 -0.4%
11 FTCS FIRST TR EXCHANGE-TRADED FD 19,347.0 $1.8M 1.27% -167.0 -0.9% $92.76 +1.0%
12 FSZ FIRST TR EXCH TRD ALPHDX FD 21,714.0 $1.7M 1.22% -147.0 -0.7% $79.32 +3.3%
13 IEZ ISHARES TR 50,464.0 $1.5M 1.03% -524.0 -1.0% $28.95 +10.2%
14 IYE ISHARES TR 19,966.0 $1.3M 0.91% -234.0 -1.2% $64.77 -3.2%
15 FGD FIRST TR EXCHANGE-TRADED FD 40,091.0 $1.3M 0.90% -596.0 -1.5% $31.93 +6.2%
16 HYLS FIRST TR EXCHANGE-TRADED FD 25,542.0 $1.0M 0.73% -306.0 -1.2% $40.57 +0.3%
17 MDIV FIRST TR EXCHANGE TRADED FD 62,196.0 $1.0M 0.71% -5K -6.8% $16.17 +2.7%
18 CWB SPDR SERIES TRUST 10,796.0 $988K 0.70% -221.0 -2.0% $91.52 +15.1%
19 FEMB FIRST TR EXCH TRADED FD III 28,416.0 $817K 0.58% -362.0 -1.3% $28.74 +1.1%
20 NFTY FIRST TR EXCH TRD ALPHDX FD 15,045.0 $775K 0.55% -111.0 -0.7% $51.50 +2.9%
Page 1 of 2  ·  28 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
Industrials 20.6%
Technology 19.8%
Consumer Defensive 17.3%
Energy 11.9%
Consumer Cyclical 10.7%
Financial Services 10.7%
Healthcare 4.7%
Communication Services 4.2%