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CIK: 0001872501
Total reported value
$169.3M
$169.3M
60 檔
24.4%
According to the latest 13F quarterly dataset, RiverTree Advisors, LLC managed an equity portfolio of $169.3M at the end of Q1 2026, spanning 60 distinct U.S. exchange-listed positions.
In Q1 2026, RiverTree Advisors, LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.44% | -0.51% | -3.70% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 5.09% | -2.27% | -6.66% | |
| 3 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 4.63% | +0.03% | -1.19% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 4.61% | -0.24% | -0.18% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-Other | 4.41% | -0.60% | -18.03% | |
| 6 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 4.22% | +0.04% | -0.66% | |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.19% | -0.02% | -0.34% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.16% | -0.05% | -1.55% | |
| 9 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 3.99% | +0.30% | +14.71% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.43% | -0.43% | +625.22% | |
| 11 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 3.08% | +0.61% | -0.93% | |
| 12 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 3.07% | +0.50% | +8.05% | |
| 13 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 2.94% | +0.57% | +16.50% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.56% | +0.04% | -1.14% | |
| 15 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 2.48% | +0.56% | +17.44% | |
| 16 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 2.48% | -0.74% | +7.98% | |
| 17 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 2.45% | +0.23% | +7.29% | |
| 18 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 2.02% | +0.22% | — | |
| 19 | SBAR | Simplify Barrier Income ETF | ETF-Other | 1.97% | +0.04% | — | |
| 20 | FTQI | First Trust Nasdaq Buywrite | ETF-Tech | 1.95% | +0.32% | +15.62% | |
| 21 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 1.82% | -1.60% | +3.83% | |
| 22 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.80% | +0.07% | -1.24% | |
| 23 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.60% | +0.39% | — | |
| 24 | AMLP | Alerian Mlp ETF | ETF-Other | 1.56% | -0.55% | -0.89% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.49% | -0.37% | -39.23% | |
| 26 | AIRR | First Trust Rba American Ind | ETF-Other | 1.43% | +0.02% | +7.99% | |
| 27 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 1.41% | +0.02% | +49.34% | |
| 28 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.04% | +0.01% | +17.07% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 1.02% | -0.15% | +712.85% | |
| 30 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.01% | -0.15% | -0.61% | |
| 31 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 1.01% | -0.82% | -8.65% | |
| 32 | FCVT | First Trust Ssi Strategi ETF | ETF-Other | 0.93% | -0.02% | +90.46% | |
| 33 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.91% | -0.12% | +103.30% | |
| 34 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.89% | -0.15% | +113.36% | |
| 35 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.86% | -0.14% | -0.76% | |
| 36 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.86% | -0.02% | -0.67% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.83% | -0.06% | +58.12% | |
| 38 | YMAG | Yieldmax Mgnf 7 Fu Op In ETF | ETF-Other | 0.76% | -0.76% | EXIT | |
| 39 | PIZ | Invesco Dorsey Wright Develo | ETF-Other | 0.65% | -0.14% | -23.82% | |
| 40 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.62% | -0.02% | +21.30% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.57% | -0.16% | -39.58% | |
| 42 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.56% | +0.01% | -1.07% | |
| 43 | TDVI | Ft Vest Technology Dividend | ETF-Tech | 0.52% | -0.08% | -42.38% | |
| 44 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.52% | -0.16% | -14.68% | |
| 45 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.48% | +0.73% | -5.69% | |
| 46 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.39% | -0.01% | — | |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.39% | -0.26% | — | |
| 48 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.37% | +0.06% | -10.86% | |
| 49 | IDMO | Invesco S&p International De | ETF-Other | 0.33% | +0.52% | -2.03% | |
| 50 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.32% | +0.02% | -9.33% |
According to official SEC Form 13F filings, RiverTree Advisors, LLC reported a total U.S. public equity portfolio value of $169.3M across 60 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JAAA, FTSM, BUCK) accounted for 24.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
AGGH
市值: $3.2M
Top Position Liquidated / Trimmed
FTSL
前期市值: $8.3M
During Q1 2026, RiverTree Advisors, LLC's top holdings by market value included JAAA (7.4%)、FTSM (5.1%)、BUCK (4.6%). The largest single position, JAAA, represented 7.4% of total portfolio value.
In Q1 2026, RiverTree Advisors, LLC made 60 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 30 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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