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Morningstar shares owned by Cottonwood Capital Advisors

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Cottonwood Capital Advisors from 13F filings

Historical chart of Cottonwood Capital Advisors investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Cottonwood Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Cottonwood Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $356k 1.1k 313.93
2025-03-31 $340k 1.1k 299.87
2024-12-31 $382k 1.1k 336.76
2024-09-30 $322k 1.0k 319.12
2024-06-30 $298k 1.0k 295.85

More positions owned by Cottonwood Capital Advisors

Ishares Tr U.s. Tech Etf (IYW)
Trust For Professional Man Convergence Lng (CLSE)
Flexshares Tr Discp Dur Mbs (MBSD)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr Us Home Cons Etf (ITB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr High Yld Systm B (HYDB)
Ishares Tr Expanded Tech (IGV)
First Tr Exchange-traded A Com Shs (FTA)
Ishares Tr Us Aer Def Etf (ITA)
First Tr Exchange Traded Nasd Tech Div (TDIV)
First Tr Exchange-traded SHS (FVD)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Us Br Del Se Etf (IAI)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)

View all positions for Cottonwood Capital Advisors

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