Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

RiverTree Advisors

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

Top 5 stock holdings are JAAA, SPYI, BUCK, BUFQ, FTCS, and represent 25.23% of RiverTree Advisors's stock portfolio.
Added to shares of these 10 stocks: XDTE, QQQI, GDXY, FTSM, SPYI, RDVI, RSPT, FYX, FTQI, MTUM.
Started 12 new stock positions in XDTE, DELL, IJH, MU, FNX, RSPT, SDTY, RCL, MTUM, FYX. AMD, SPYG.
Reduced shares in these 10 stocks: FTHI, UCON, LMBS, , ONEQ, SBAR, AGGH, PIZ, TDVI, AIRR.
Sold out of its positions in AMAT, BINC, CAT, GLW, ONEQ, HYLS, TDVI, UCON, INTC, PIZ. KLAC, LRCX, MRNA, TER.
RiverTree Advisors was a net buyer of stock by $470k.
RiverTree Advisors has $168M in assets under management (AUM), dropping by -0.88%.
Central Index Key (CIK): 0001872501

Tip: Access up to 7 years of quarterly data

Positions held by RiverTree Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for RiverTree Advisors

RiverTree Advisors holds 70 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	7.0	$12M		232k	50.47	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	5.0	$8.3M	+14%	157k	53.17	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	4.5	$7.6M	-2%	328k	23.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	4.4	$7.4M		182k	40.52	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.4	$7.4M		79k	93.85	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	4.3	$7.2M	+23%	130k	55.55	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	4.2	$7.1M		153k	46.49	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	4.2	$7.1M		189k	37.47	View chart
First Tr Exchange-traded Growth Strength (FTGS)	3.8	$6.3M		166k	37.92	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	3.5	$5.9M	+20%	211k	27.88	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	3.5	$5.9M	+23%	99k	59.51	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.0	$5.0M	-20%	104k	48.46	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	2.8	$4.8M	+12%	221k	21.56	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.8	$4.7M		71k	66.76	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	2.8	$4.6M	+20%	209k	22.16	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.7	$4.6M	-6%	179k	25.39	View chart
Roundhill Etf Trust S&p 500 Odte Cov (XDTE)	2.7	$4.5M	NEW	117k	38.19	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	1.9	$3.1M	+7%	327k	9.50	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.8	$3.0M		73k	40.58	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	1.6	$2.7M	+15%	17k	162.15	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	1.6	$2.7M	-24%	141k	18.93	View chart
Tidal Trust Ii Yie Gol Min Etf (GDXY)	1.6	$2.6M	+76%	261k	10.09	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	1.4	$2.4M	-28%	94k	25.35	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	1.4	$2.4M	-60%	100k	23.59	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.2	$2.1M		13k	158.76	View chart
Tidal Trust Ii Yiel Se Port Etf (CHPY)	1.1	$1.9M	+2%	27k	69.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.1	$1.8M		34k	53.58	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.1	$1.8M	-3%	18k	100.55	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	1.1	$1.8M	+14%	53k	33.17	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.0	$1.7M	+16%	21k	78.29	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.0	$1.6M	-5%	31k	51.87	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.9	$1.5M	+45%	20k	76.69	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.9	$1.5M		43k	34.95	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.9	$1.5M	+2%	24k	61.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.9	$1.5M		31k	47.85	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.8	$1.4M		29k	49.02	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.8	$1.4M	-26%	13k	103.24	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.8	$1.4M	+8%	21k	66.79	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.8	$1.3M	+4%	64k	19.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.6	$1.0M		27k	38.43	View chart
Franklin Templeton Etf Tr Ultr Shor Bd Etf (FLUD)	0.6	$999k		40k	25.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.6	$996k	NEW	15k	65.86	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.6	$928k	-3%	9.9k	93.69	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.5	$836k	NEW	6.2k	134.59	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.4	$674k		3.8k	177.40	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.4	$660k	-4%	7.2k	91.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.4	$657k		16k	42.26	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$645k	NEW	2.0k	317.34	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.4	$639k	+5%	6.4k	99.35	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.3	$584k		13k	45.09	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.3	$541k	NEW	4.0k	134.89	View chart
Tidal Trust Ii Yiel S& Call Etf (SDTY)	0.3	$439k	NEW	11k	40.40	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.3	$436k	+4%	11k	40.16	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$415k		8.9k	46.65	View chart
Royal Caribbean Cruises (RCL)	0.2	$392k	NEW	1.5k	265.86	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$374k		2.6k	144.01	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.2	$359k		18k	20.32	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$346k		18k	19.77	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.2	$305k	-4%	6.1k	49.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$290k		380.00	762.63	View chart
Micron Technology (MU)	0.2	$273k	NEW	256.00	1065.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$267k		5.9k	45.24	View chart
JPMorgan Chase & Co. (JPM)	0.2	$265k		800.00	330.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$249k		500.00	497.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$241k		5.2k	46.67	View chart
Advanced Micro Devices (AMD)	0.1	$237k	NEW	387.00	611.76	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$226k	NEW	1.8k	123.08	View chart
Dell Technologies CL C (DELL)	0.1	$223k	NEW	414.00	537.95	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$215k		422.00	508.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$203k	NEW	2.8k	71.95	View chart

Past Filings by RiverTree Advisors

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

RiverTree Advisors 2026 Q3 filed Oct. 13, 2026
RiverTree Advisors 2026 Q2 filed July 22, 2026
RiverTree Advisors 2026 Q1 filed April 20, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z