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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, BUCK, FTCS, SPYI, BUFQ, and represent 24.50% of RiverTree Advisors's stock portfolio.
Added to shares of these 10 stocks: CHPY, GDXY, FGD, ACWI, FLUD, FTHI, FDT, FTGS, IDMO, UCON.
Started 14 new stock positions in LRCX, FLUD, TER, INTC, GDXY, KLAC, AMAT, MRNA, FGD, CHPY. GLW, DIA, CAT, FDT.
Reduced shares in these 10 stocks: FTSM, IGLD, ETW, CSHI, YMAG, AMLP, PWB, LMBS, MINT, ONEQ.
Sold out of its positions in HIPS, YMAG.
RiverTree Advisors was a net buyer of stock by $3.1M.
RiverTree Advisors has $169M in assets under management (AUM), dropping by 7.25%.
Central Index Key (CIK): 0001872501

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

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Portfolio Holdings for RiverTree Advisors

RiverTree Advisors holds 72 positions in its portfolio as reported in the June 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)	6.9	$12M		233k	50.49	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	4.7	$7.9M	+8%	337k	23.42	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.4	$7.4M		79k	93.92	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	4.3	$7.3M	+7%	137k	53.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	4.3	$7.2M	-2%	184k	39.27	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	4.2	$7.1M	+4%	155k	45.70	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	4.1	$7.0M		191k	36.53	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.8	$6.5M	-7%	130k	49.78	View chart
First Tr Exchange-traded Growth Strength (FTGS)	3.7	$6.2M	+18%	169k	37.00	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	3.6	$6.0M	+19%	253k	23.85	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	3.5	$5.9M	+12%	105k	56.79	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	3.0	$5.1M	+14%	175k	29.40	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.0	$5.1M	-7%	192k	26.52	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.8	$4.8M	-40%	80k	59.73	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	2.7	$4.5M	+10%	196k	23.09	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.6	$4.4M	+9%	71k	62.20	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	2.3	$3.9M	+12%	174k	22.09	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	2.2	$3.8M	+20%	189k	20.17	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	2.0	$3.4M	+4%	133k	25.60	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	2.0	$3.4M	+32%	135k	24.88	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.9	$3.2M		74k	43.14	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	1.7	$2.9M	-31%	305k	9.64	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.4	$2.4M	-10%	18k	133.25	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	1.4	$2.4M	-18%	14k	168.46	View chart
Tidal Trust Ii Yiel Se Port Etf (CHPY)	1.4	$2.3M	NEW	26k	88.14	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.2	$2.0M	+136%	13k	156.97	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.1	$1.9M	-19%	19k	100.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.0	$1.8M		34k	52.26	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.0	$1.7M	-29%	33k	51.85	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.9	$1.5M	-13%	29k	53.78	View chart
Tidal Trust Ii Yie Gol Min Etf (GDXY)	0.9	$1.5M	NEW	147k	10.10	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.9	$1.5M	NEW	46k	31.99	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.9	$1.5M	-22%	18k	81.06	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.9	$1.5M	-10%	43k	34.27	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.8	$1.4M	+148%	24k	60.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.8	$1.4M		30k	46.74	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.8	$1.3M	-10%	62k	21.65	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.8	$1.3M	-16%	19k	68.41	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.7	$1.2M	-11%	31k	40.65	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.7	$1.2M	-26%	12k	103.22	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.6	$1.0M		14k	73.80	View chart
Franklin Templeton Etf Tr Ultr Shor Bd Etf (FLUD)	0.6	$1.0M	NEW	40k	25.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.6	$973k		26k	37.23	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.6	$970k	NEW	10k	94.68	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.5	$859k	-26%	15k	55.90	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.4	$744k	-24%	23k	31.76	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.4	$725k		3.7k	193.77	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.4	$694k	-22%	7.6k	91.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.4	$642k		16k	41.30	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.4	$606k	-26%	6.1k	99.38	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.3	$567k	+2%	13k	43.28	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.3	$426k	-6%	10k	40.96	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$407k		8.9k	45.64	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.2	$379k	-84%	18k	21.06	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$355k		2.6k	136.60	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$335k		18k	19.12	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.2	$321k	-79%	6.4k	49.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$284k		380.00	746.77	View chart
Caterpillar (CAT)	0.2	$280k	NEW	263.00	1064.90	View chart
JPMorgan Chase & Co. (JPM)	0.2	$262k		800.00	327.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$261k		5.9k	44.24	View chart
Intel Corporation (INTC)	0.1	$252k	NEW	1.8k	139.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$250k		500.00	500.39	View chart
Lam Research Corp Com New (LRCX)	0.1	$249k	NEW	574.00	433.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$235k		5.2k	45.52	View chart
Applied Materials (AMAT)	0.1	$229k	NEW	317.00	723.00	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$227k	-63%	4.3k	52.34	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$220k	NEW	422.00	522.39	View chart
Kla Corp Com New (KLAC)	0.1	$220k	NEW	730.00	301.71	View chart
Corning Incorporated (GLW)	0.1	$214k	NEW	839.00	255.43	View chart
Moderna (MRNA)	0.1	$214k	NEW	3.1k	70.03	View chart
Teradyne (TER)	0.1	$201k	NEW	416.00	483.84	View chart

Past Filings by RiverTree Advisors

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

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
RiverTree Advisors 2022 Q3 filed Oct. 14, 2022

View all past filings

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