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RiverTree Advisors

Latest statistics and disclosures from RiverTree Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are JAAA, FTSM, LMBS, FTSL, BUCK, and represent 28.82% of RiverTree Advisors's stock portfolio.
Added to shares of these 10 stocks: CSHI, PWB, ONEQ, LMBS, XLG, FTSM, EEM, PYLD, PCY, FSIG.
Started 11 new stock positions in XLG, ONEQ, PWB, IDMO, RDVY, PYLD, CSHI, FSIG, DIA, PCY. EEM.
Reduced shares in these 10 stocks: FTC, MINT, HIPS, , QQQH, BIL, CDX, EDIV, FLOT, HYLS.
Sold out of its positions in FEX, QQQ, MTUM, TBIL, QQQH.
RiverTree Advisors was a net buyer of stock by $407k.
RiverTree Advisors has $157M in assets under management (AUM), dropping by 0.55%.
Central Index Key (CIK): 0001872501

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Portfolio Holdings for RiverTree Advisors

RiverTree Advisors holds 61 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	7.8	$12M	+3%	242k	50.58	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	5.5	$8.6M	+17%	144k	59.93	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	5.4	$8.5M	+18%	171k	49.99	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	5.3	$8.3M		181k	45.88	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	4.8	$7.5M	+2%	315k	23.70	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.6	$7.3M		79k	92.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	4.3	$6.8M		190k	35.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	4.3	$6.8M		198k	34.26	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	4.2	$6.6M		148k	44.50	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	3.7	$5.8M	-2%	111k	52.53	View chart
First Tr Exchange-traded Growth Strength (FTGS)	3.3	$5.1M	+2%	144k	35.35	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	2.9	$4.6M		196k	23.62	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	2.7	$4.3M		80k	53.86	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.5	$3.9M		65k	60.17	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.5	$3.9M	-29%	39k	100.34	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	2.4	$3.8M	-2%	413k	9.22	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	2.3	$3.6M		166k	21.46	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	2.2	$3.4M		130k	26.24	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	1.8	$2.9M	-25%	130k	22.27	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.8	$2.8M	+2%	73k	38.32	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	1.8	$2.8M		134k	20.82	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	1.7	$2.7M		108k	25.01	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.4	$2.2M	-17%	47k	47.02	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.2	$1.9M	+52%	19k	98.32	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	1.1	$1.7M	NEW	35k	49.73	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.0	$1.6M	+62%	48k	33.51	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	1.0	$1.5M	NEW	12k	127.11	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	1.0	$1.5M		54k	27.74	View chart
Spdr Series Trust State Street Spd (BIL)	0.9	$1.5M	-42%	16k	91.38	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.9	$1.5M	NEW	16k	91.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.9	$1.4M		29k	47.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.9	$1.3M		30k	44.42	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.9	$1.3M	-2%	27k	48.98	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.8	$1.3M	NEW	22k	59.28	View chart
Tidal Trust Ii Yieldmax Magnifi (YMAG)	0.8	$1.2M	+6%	85k	14.23	View chart
Spdr Series Trust State Street Spd (BILS)	0.6	$959k	-9%	9.7k	99.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.6	$876k		27k	33.00	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$826k	+77%	5.8k	141.49	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.5	$809k	-24%	11k	70.99	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.5	$809k	-54%	21k	39.15	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$796k	NEW	15k	54.71	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$761k	NEW	29k	26.68	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.5	$750k	+10%	17k	43.03	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.5	$734k	NEW	34k	21.66	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$706k	-54%	14k	50.86	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.4	$694k	NEW	36k	19.19	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.4	$683k	-55%	16k	41.86	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.4	$671k	-70%	4.2k	159.88	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.4	$615k		16k	39.59	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.4	$577k		14k	40.84	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.3	$543k	NEW	9.8k	55.57	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$385k		8.9k	43.25	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.2	$366k	-79%	31k	11.68	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$362k	-3%	2.9k	126.67	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$289k		18k	16.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$262k		384.00	681.92	View chart
JPMorgan Chase & Co. (JPM)	0.2	$258k		800.00	322.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$251k		500.00	502.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$227k		5.2k	43.41	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$203k	NEW	422.00	480.57	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$201k	NEW	2.9k	69.47	View chart

Past Filings by RiverTree Advisors

SEC 13F filings are viewable for RiverTree Advisors going back to 2021

RiverTree Advisors 2025 Q4 filed Jan. 15, 2026
RiverTree Advisors 2025 Q3 filed Nov. 4, 2025
RiverTree Advisors 2025 Q2 filed July 23, 2025
RiverTree Advisors 2025 Q1 filed April 17, 2025
RiverTree Advisors 2024 Q4 filed Jan. 16, 2025
RiverTree Advisors 2024 Q3 filed Oct. 22, 2024
RiverTree Advisors 2024 Q2 filed July 23, 2024
RiverTree Advisors 2024 Q1 filed April 16, 2024
RiverTree Advisors 2023 Q4 filed Jan. 25, 2024
RiverTree Advisors 2023 Q3 filed Oct. 13, 2023
RiverTree Advisors 2023 Q2 filed Aug. 8, 2023
RiverTree Advisors 2023 Q1 filed May 15, 2023
RiverTree Advisors 2022 Q4 filed Feb. 3, 2023
RiverTree Advisors 2022 Q3 filed Oct. 14, 2022
RiverTree Advisors 2022 Q2 filed Aug. 12, 2022
RiverTree Advisors 2022 Q1 filed April 25, 2022

View all past filings

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