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CIK: 0001872501
Total reported value
$167.9M
$167.9M
72 檔
24.7%
At the close of Q2 2026, RiverTree Advisors, LLC disclosed equity holdings valued at approximately $167.9M, spread across 72 reported holdings.
RiverTree Advisors, LLC executed strategic sector rebalancing during Q2 2026, establishing 14 new positions while fully exiting 2 holdings and trimming 30 positions.
In terms of portfolio concentration, the top 5 core holdings (including JAAA, BUCK, FTCS) accounted for 24.7% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 6.93% | +0.06% | -0.33% | |
| 2 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 4.66% | -0.15% | +8.18% | |
| 3 | FTCS | First Trust Capital Strength | ETF-Other | 4.37% | +0.02% | +0.41% | |
| 4 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 4.29% | +0.67% | +7.03% | |
| 5 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 4.26% | +0.13% | -2.70% | |
| 6 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.17% | +0.08% | +4.71% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.11% | +0.10% | -1.99% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.81% | -0.82% | -7.26% | |
| 9 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 3.69% | +0.07% | +18.13% | |
| 10 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 3.57% | -2.17% | +19.80% | |
| 11 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 3.51% | +0.78% | +12.29% | |
| 12 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 3.03% | +0.47% | +14.16% | |
| 13 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.00% | -0.29% | -7.29% | |
| 14 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.82% | +0.69% | -40.57% | |
| 15 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 2.68% | +0.16% | +10.04% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.60% | +0.20% | +9.68% | |
| 17 | FTQI | First Trust Nasdaq Buywrite | ETF-Tech | 2.27% | +0.49% | +12.52% | |
| 18 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 2.24% | -0.65% | +20.16% | |
| 19 | SBAR | Simplify Barrier Income ETF | ETF-Other | 2.01% | -0.58% | +4.77% | |
| 20 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.99% | -1.99% | EXIT | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.87% | -0.10% | +1.87% | |
| 22 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 1.74% | +0.11% | -31.46% | |
| 23 | AIRR | First Trust Rba American Ind | ETF-Other | 1.45% | -0.62% | -10.09% | |
| 24 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 1.43% | +0.17% | -18.81% | |
| 25 | CHPY | Yldmx Smicon Po Optn Inc ETF | ETF-Other | 1.37% | -0.25% | — | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.21% | +0.03% | +136.88% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.12% | -0.04% | -19.97% | |
| 28 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.05% | +0.04% | +0.49% | |
| 29 | AMLP | Alerian Mlp ETF | ETF-Other | 1.01% | -0.05% | -29.31% | |
| 30 | FCVT | First Trust Ssi Strategi ETF | ETF-Other | 0.91% | -0.07% | -13.48% | |
| 31 | GDXY | Yldmax Gold Min Op In St ETF | ETF-Commodities | 0.88% | +0.69% | — | |
| 32 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.87% | +0.18% | — | |
| 33 | RDVY | First Trust Rising Dividend | ETF-Other | 0.87% | +0.12% | -22.51% | |
| 34 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.86% | +0.04% | -10.54% | |
| 35 | IDMO | Invesco S&p International De | ETF-Other | 0.85% | +0.04% | +148.85% | |
| 36 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.84% | +0.04% | +0.43% | |
| 37 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.79% | -0.03% | -10.30% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.77% | +0.05% | -16.81% | |
| 39 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.74% | -0.74% | EXIT | |
| 40 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.72% | -0.72% | EXIT | |
| 41 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.60% | +0.32% | -0.75% | |
| 42 | FLUD | Franklin Ultra Short Bond Et | ETF-Other | 0.60% | — | — | |
| 43 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.57% | +0.04% | -0.46% | |
| 44 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.57% | -0.02% | — | |
| 45 | PIZ | Invesco Dorsey Wright Develo | ETF-Other | 0.51% | -0.51% | EXIT | |
| 46 | TDVI | Ft Vest Technology Dividend | ETF-Tech | 0.44% | -0.44% | EXIT | |
| 47 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.43% | -0.03% | — | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.41% | -0.02% | -22.77% | |
| 49 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.38% | +0.01% | — | |
| 50 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.36% | +0.02% | -26.05% |
According to official SEC Form 13F filings, RiverTree Advisors, LLC reported a total U.S. public equity portfolio value of $167.9M across 72 disclosed positions in Q2 2026.
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Top New Position Initiated
CHPY
市值: $2.3M
Top Position Liquidated / Trimmed
YMAG
前期市值: $1.2M
During Q2 2026, RiverTree Advisors, LLC's top holdings by market value included JAAA (6.9%)、BUCK (4.7%)、FTCS (4.4%). The largest single position, JAAA, represented 6.9% of total portfolio value.
In Q2 2026, RiverTree Advisors, LLC made 66 total portfolio adjustments, initiating 14 new buys, adding to 20 positions, trimming 30 holdings, and fully liquidating 2 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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