Fund HoldingsCOTTONWOOD CAPITAL ADVISORS, LLC

Total Portfolio Value
$165.91M
Total Bought
$18.93M
Total Sold
$15.52M
Net Transaction
+$3.41M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR26,88121,813-5,0688,83513,9778.42%+5,142
ISHARES TR63,87464,798+92411,58816,3449.85%+4,756
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
346,769361,235+14,4669,75812,3317.43%+2,573
ISHARES TR24,71531,762+7,0475,4067,7004.64%+2,293
CAPITAL GRP FIXED INCM ETF T
SHOR DUR MUN ETF
077,177+77,17702,0361.23%+2,036
ISHARES TR30,64148,382+17,7412,9704,8912.95%+1,922
SPDR SERIES TRUST
ST STR CONV ETF
010,753+10,75301,1590.70%+1,159
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
87,62987,248-3815,9837,0724.26%+1,089
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
38,87938,669-2103,6414,4422.68%+801
ISHARES TR56,08055,786-2945,0785,8283.51%+750
FIRST TR EXCH TRD ALPHDX FD
ASIA EX JAPAN
013,327+13,32707130.43%+713
ISHARES TR5,8099,864+4,0556841,2580.76%+574
ISHARES TR21,93923,514+1,5753,6024,1232.48%+521
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
35,73635,213-5232,1602,6721.61%+512
ISHARES TR47,61647,225-3913,8124,2792.58%+467
KRANESHARES TRUST010,754+10,75403700.22%+370
ISHARES TR
HIGH YLD SYSTM B
134,104138,985+4,8816,2396,5003.92%+262
FIRST TR EXCH TRD ALPHDX FD
EURO ALPHADEX
03,568+3,56802370.14%+237
CISCO SYS INC(CSCO)01,997+1,99702350.14%+235
FIRST TR EXCHANGE-TRADED ALP
COM SHS
57,80957,559-2505,3395,5723.36%+233
MORGAN STANLEY(MS)01,084+1,08402270.14%+227
APPLE INC(AAPL)6,3216,314-71,6041,8271.10%+223
FLEXSHARES TR
CR SCD US BD
48,38352,718+4,3352,3522,5591.54%+207
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
6,7446,641-1034235970.36%+174
DEERE & CO(DE)2,2352,23501,2591,4180.85%+159
FLEXSHARES TR
DISCP DUR MBS
378,279385,784+7,5057,8327,9554.79%+123
FIRST TR EXCHANGE-TRADED FD2,4072,391-163824930.30%+111
FIRST TR EXCHANGE-TRADED FD
CONSUMR DISCRE
22,05521,987-681,4121,5210.92%+109
FIRST TR EXCH TRD ALPHDX FD
GERMANY ALPHA
19,99820,441+4431,2001,2970.78%+97
ISHARES TR12,84412,822-221,0641,1600.70%+96
AMAZON COM INC(AMZN)3,1243,123-16517440.45%+94
UNION PAC CORP(UNP)3,1313,132+17608520.51%+92
ALPHABET INC(GOOG)1,2921,29203724620.28%+90
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
9,3289,304-244125000.30%+88
FIRST TR EXCHANGE-TRADED FD
SHS
75,48875,439-493,5503,6352.19%+84
EMERSON ELEC CO(EMR)5,7865,785-17588280.50%+70
INTERNATIONAL BUSINESS MACHS(IBM)1,6301,63003954580.28%+63
FIRST TR EXCHANGE-TRADED FD
COM
18,40518,520+1155245870.35%+63
ALPHABET INC(GOOG)93393302683300.20%+62
NVIDIA CORPORATION(NVDA)2,3282,323-54064650.28%+59
JPMORGAN CHASE & CO(JPM)1,4961,499+34404910.30%+51
FIRST TR EXCH TRD ALPHDX FD
SWITZLND ALPHA
21,71421,607-1071,7221,7721.07%+50
MERCK & CO INC(MRK)5,9545,95407167650.46%+49
BROADCOM INC(AVGO)687686-12132590.16%+47
BANK OF AMER CORP4,7384,751+132312710.16%+40
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
10,88010,848-324294680.28%+39
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
124,948124,753-1952,9963,0331.83%+36
FIRST TR EXCHANGE-TRADED ALP
SHS ISSUED FRST
4,8534,852-14594920.30%+34
FIRST TR EXCHANGE-TRADED FD
COMMON SHS
33,11533,385+2705906190.37%+30
FIRST TR EXCH TRD ALPHDX FD
INDIA NFTY50 EQW
15,04514,934-1117758030.48%+29
FIRST TR EXCHANGE TRADED FD
MULTI ASSET DI
62,19662,493+2971,0061,0330.62%+27
ALTRIA GROUP INC(MO)3,7923,815+232502750.17%+24
FIRST TR EXCH TRD ALPHDX FD
JAPAN ALPHADEX
8,3008,205-956036260.38%+24
PHILIP MORRIS INTL INC(PM)1,4251,432+72362590.16%+23
ISHARES TR1,2931,29302732940.18%+21
ILLINOIS TOOL WKS INC(ITW)1,4061,40603663800.23%+14
ISHARES TR5,7545,737-174034170.25%+14
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
28,41628,383-338178290.50%+13
PROCTER & GAMBLE CO(PG)5,1035,108+57377490.45%+12
WELLS FARGO & CO(WFC)3,8343,837+33053170.19%+12
ISHARES TR3,6083,597-116356460.39%+11
WILLIAMS COS INC(WMB)6,9036,90305025130.31%+11
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
13,16113,087-746676720.41%+6
FIRST TR EXCHANGE-TRADED FD19,34719,163-1841,7951,8001.08%+5
MICROSOFT CORP(MSFT)1,0761,075-13984010.24%+3
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
25,54225,531-111,0361,0380.63%+2
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
12,88212,856-265625610.34%-1
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
8,4048,388-165025010.30%-1
ISHARES TR2,2452,24502482460.15%-2
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
37,14537,120-251,8501,8481.11%-2
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
40,09139,889-2021,2801,2760.77%-4
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
12,14012,106-346025970.36%-5
ISHARES TR4,1114,104-74774700.28%-7
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
31,60931,385-2241,3801,3650.82%-15
COSTCO WHOLESALE CORPORATION(COST)270269-12692520.15%-17
ISHARES INC9,8379,812-254003800.23%-20
ISHARES TR12,17512,092-834324080.25%-24
FIRST TR EXCH TRD ALPHDX FD
LATIN AMER ALP
27,55127,396-1557036770.41%-26
WALMART INC(WMT)3,7333,735+24644230.25%-41
FIRST TR EXCHANGE-TRADED FD
ENERGY ALPHADX
21,28321,249-344784300.26%-48
EXXON MOBIL CORP1,6941,701+72872330.14%-55
PEPSICO INC(PEP)4,4114,41106855970.36%-88
ZIONS BANCORPORATION NATL AS(ZION)11,3927,989-3,4036565530.33%-104
ISHARES TR50,46450,390-741,4611,3550.82%-105
MCDONALDS CORP(MCD)3,1533,152-19808520.51%-128
CHEVRON CORPORATION(CVX)3,7603,767+77786240.38%-153
ISHARES TR19,96619,929-371,2931,1280.68%-165
BP PLC(BP)5,2200-5,2202450-245
ISHARES TR20,59220,565-272,5722,2591.36%-313
KRANESHARES TRUST10,7750-10,7753260-326
FIRST TR EXCH TRD ALPHDX FD
UNIT KING ALPH
11,7880-11,7885940-594
SPDR SERIES TRUST
ST STR CONV ETF
10,7960-10,7969880-988
CAPITAL GRP FIXED INCM ETF T
SHOR DUR MUN ETF
74,9410-74,9411,9690-1,969
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