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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, BUCK, FTCS, LMBS, and represent 26.19% of RiverTree Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD, AGGH, SBAR, UCON, RDVY, SPYI, HYLS, PWB, PCY, FCVT.
Started 5 new stock positions in BINC, GMAR, SBAR, AGGH, UCON.
Reduced shares in these 10 stocks: FTSL (-$8.3M), CDX, LMBS, MINT, XLG, , FSIG, TDVI, BIL, FTSM.
Sold out of its positions in FTSL, FSIG, XLG, FLOT, DIA, CDX.
RiverTree Advisors was a net buyer of stock by $2.3M.
RiverTree Advisors has $158M in assets under management (AUM), dropping by 0.66%.
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 60 positions in its portfolio as reported in the March 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)	7.4	$12M	-3%	233k	50.37	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	5.1	$8.0M	-6%	135k	59.78	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	4.6	$7.3M		311k	23.50	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.6	$7.3M		79k	92.76	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	4.4	$7.0M	-18%	140k	49.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	4.2	$6.7M		189k	35.32	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	4.2	$6.6M		148k	44.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	4.2	$6.6M		194k	33.77	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	4.0	$6.3M	+14%	128k	49.37	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.4	$5.4M	+625%	207k	26.20	View chart
First Tr Exchange-traded Growth Strength (FTGS)	3.1	$4.9M		143k	34.05	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	3.1	$4.9M	+8%	211k	22.95	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	2.9	$4.6M	+16%	93k	49.69	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.6	$4.0M		65k	62.56	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	2.5	$3.9M	+17%	153k	25.55	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	2.5	$3.9M	+7%	446k	8.78	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	2.5	$3.9M	+7%	179k	21.70	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	2.0	$3.2M	NEW	157k	20.35	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	2.0	$3.1M	NEW	127k	24.54	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	2.0	$3.1M	+15%	155k	19.92	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	1.8	$2.9M	+3%	113k	25.53	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.8	$2.8M		72k	39.43	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	1.6	$2.5M	NEW	102k	24.77	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.6	$2.5M		47k	52.64	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.5	$2.4M	-39%	24k	100.57	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.4	$2.3M	+7%	20k	110.78	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	1.4	$2.2M	+49%	18k	125.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.0	$1.6M	+17%	34k	48.49	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.0	$1.6M	+712%	24k	68.28	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.0	$1.6M		48k	33.47	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	1.0	$1.6M	-8%	32k	49.78	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.9	$1.5M	+90%	33k	44.18	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.9	$1.4M	+103%	69k	20.90	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.9	$1.4M	+113%	35k	40.57	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.9	$1.4M		16k	84.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.9	$1.4M		30k	44.91	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.8	$1.3M	+58%	23k	56.79	View chart
Tidal Trust Ii Yieldmax Magnifi (YMAG)	0.8	$1.2M	+17%	100k	11.95	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.7	$1.0M	-23%	21k	49.52	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.6	$973k	+21%	14k	70.36	View chart
Spdr Series Trust State Street Spd (BIL)	0.6	$899k	-39%	9.8k	91.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.6	$883k		26k	33.62	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.5	$827k	-42%	31k	26.56	View chart
Spdr Series Trust State Street Spd (BILS)	0.5	$820k	-14%	8.2k	99.44	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$762k	-5%	5.5k	138.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.4	$621k		16k	39.94	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$617k	NEW	12k	51.93	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.4	$577k	-10%	3.7k	154.14	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.3	$525k	-2%	9.6k	54.84	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.3	$499k	-9%	13k	38.98	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.3	$437k	-46%	11k	39.48	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$381k		8.9k	42.72	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$338k		18k	19.30	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$316k	-8%	2.6k	120.97	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.2	$272k	-24%	24k	11.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$250k		384.00	650.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$246k	NEW	5.9k	41.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$240k		500.00	479.20	View chart
JPMorgan Chase & Co. (JPM)	0.1	$235k		800.00	294.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$220k		5.2k	42.53	View chart

Past Filings by RiverTree Advisors

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

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
RiverTree Advisors 2022 Q2 filed Aug. 12, 2022

View all past filings

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