RiverTree Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), RiverTree Advisors, LLC reported 60 stock positions worth $157.9 million. Its top holding was Janus Henderson Aaa Clo ETF (JAAA) at 7.4% of the portfolio, followed by First Trust Enh Short Mat FD (FTSM, 5.1%) and Simplify Treasury Option (BUCK, 4.6%). Compared with Q4 2025, it opened 5 new positions, sold out of 6, added to 19 and reduced 30. The biggest buy was PIMCO Multisector Bond Actv (PYLD, shares +625%) and the biggest sale an exit from First Trust Senior Loan ETF (FTSL).
- Most Recent 13F
- Q2 2026
- Location
- WINTER PARK, FL
- CIK
- 0001872501
- Portfolio Value
- $157.9M (Q1 2026)
- SEC Filing
- 0001872501-26-000002 ↗ filed Apr 20, 2026
Holdings Value
Holdings 60 stocks · $157.9M
| JAAA Janus Henderson Aaa Clo ETF | 7.44% | 233,300 | $11.8M | Reduce -3.7% |
| FTSM First Trust Enh Short Mat FD | 5.09% | 134,529 | $8.0M | Reduce -6.7% |
| BUCK Simplify Treasury Option Inc. | 4.63% | 311,262 | $7.3M | Reduce -1.2% |
| FTCS First Trust Capital Strength | 4.61% | 78,469 | $7.3M | Reduce -0.2% |
| LMBS First Trust Low Duration Opp | 4.41% | 139,931 | $7.0M | Reduce -18.0% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 4.22% | 188,585 | $6.7M | Reduce -0.7% |
| DIVO Amplify CWP Enhan Divid ETF | 4.19% | 147,624 | $6.6M | Reduce -0.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 4.16% | 194,417 | $6.6M | Reduce -1.6% |
| SPYI Neos S&P 500 High Income ETF | 3.99% | 127,718 | $6.3M | Add +14.7% |
| PYLD PIMCO Multisector Bond Actv | 3.43% | 206,906 | $5.4M | Add +625.2% |
| FTGS First Trust Grwth Strgth ETF | 3.08% | 142,913 | $4.9M | Reduce -0.9% |
| FTHI Fthi/First Trust Exchange-TR | 3.07% | 211,386 | $4.9M | Add +8.1% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 2.94% | 93,270 | $4.6M | Add +16.5% |
| COWZ Pacer US Cash Cows 100 ETF | 2.56% | 64,492 | $4.0M | Reduce -1.1% |
| RDVI FT Vest Rising Dividend Achi | 2.48% | 153,122 | $3.9M | Add +17.4% |
| ETW Eaton Vance T/M GLBL Buy-WR | 2.48% | 445,503 | $3.9M | Add +8.0% |
| SDVD FT Vest Smid Rising Dividend | 2.45% | 178,486 | $3.9M | Add +7.3% |
| AGGH Simplify Aggregate Bond ETF | 2.02% | 156,859 | $3.2M | New |
| SBAR Simplify Barrier Income ETF | 1.97% | 126,641 | $3.1M | New |
| FTQI First Trust Nasdaq Buywrite | 1.95% | 154,916 | $3.1M | Add +15.6% |
| IGLD FT Vest Gold Strategy Target | 1.82% | 112,491 | $2.9M | Add +3.8% |
| SDVY First Trust Smid Cap Rising | 1.80% | 72,178 | $2.8M | Reduce -1.2% |
| UCON First Trust Smith Unconstrai | 1.60% | 102,124 | $2.5M | New |
| AMLP Alerian MLP ETF | 1.56% | 46,709 | $2.5M | Reduce -0.9% |
| MINT PIMCO Enhanced Short Maturit | 1.49% | 23,450 | $2.4M | Reduce -39.2% |
| AIRR First Trust Rba American Ind | 1.43% | 20,433 | $2.3M | Add +8.0% |
| PWB Invesco Large Cap Growth ETF | 1.41% | 17,710 | $2.2M | Add +49.3% |
| FMAR FT Vest US Equity Buffer ETF | 1.04% | 33,784 | $1.6M | Add +17.1% |
| RDVY First Trust Rising Dividend | 1.02% | 23,540 | $1.6M | Add +712.9% |
| BALT Inn Defined Wealth Shield | 1.01% | 47,571 | $1.6M | Reduce -0.6% |
| CSHI Neos Enhanced Income 1-3 Mon | 1.01% | 31,883 | $1.6M | Reduce -8.7% |
| FCVT First Trust Ssi Strategi ETF | 0.93% | 33,212 | $1.5M | Add +90.5% |
| PCY Invesco Emerging Markets Sov | 0.91% | 68,855 | $1.4M | Add +103.3% |
| HYLS FT Tactical High Yield ETF | 0.89% | 34,795 | $1.4M | Add +113.4% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.86% | 16,023 | $1.4M | Reduce -0.8% |
| FAPR FT Vest U.S. Equity Buffer E | 0.86% | 30,146 | $1.4M | Reduce -0.7% |
| EEM iShares MSCI Emerging Market | 0.83% | 22,994 | $1.3M | Add +58.1% |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | 0.76% | 100,330 | $1.2M | Add +17.9% |
| PIZ Invesco Dorsey Wright Develo | 0.65% | 20,871 | $1.0M | Reduce -23.8% |
| FTLS First Trust Long/Short Eqty | 0.62% | 13,831 | $973K | Add +21.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.57% | 9,808 | $899K | Reduce -39.6% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.56% | 26,262 | $883K | Reduce -1.1% |
| TDVI FT Vest Technology Dividend | 0.52% | 31,121 | $827K | Reduce -42.4% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.52% | 8,249 | $820K | Reduce -14.7% |
| ACWI iShares MSCI Acwi ETF | 0.48% | 5,507 | $762K | Reduce -5.7% |
| PMAY Innovator U.S. Equity Power | 0.39% | 15,545 | $621K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.39% | 11,884 | $617K | New |
| FTC First Trust Large Cap Growth | 0.37% | 3,741 | $577K | Reduce -10.9% |
| IDMO Invesco S&P International DE | 0.33% | 9,579 | $525K | Reduce -2.0% |
| RECS Columbia Resear Enh Cor ETF | 0.32% | 12,806 | $499K | Reduce -9.3% |
| EDIV State Street SPDR S&P Emergi | 0.28% | 11,071 | $437K | Reduce -46.4% |
| PAUG Innovator U.S. Equity Power | 0.24% | 8,911 | $381K | No change |
| ET Energy Transfer LP | 0.21% | 17,500 | $338K | No change |
| IOO iShares Global 100 ETF | 0.20% | 2,612 | $316K | Reduce -8.6% |
| HIPS Graniteshares Hips US High I | 0.17% | 23,511 | $272K | Reduce -24.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 384 | $250K | No change |
| GMAR FT Vest US Equity Moderate B | 0.16% | 5,901 | $246K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 500 | $240K | No change |
| JPM JPMorgan Chase & Co. | 0.15% | 800 | $235K | No change |
| DJAN FT Vest U.S. Equity Deep Buf | 0.14% | 5,160 | $219K | Reduce -1.1% |
Portfolio Sells Q4 2025 → Q1 2026
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −5.30 |
| CDX Simplify High Yield ETF | Sold out | 0.00% | −1.84 |
| LMBS First Trust Low Duration Opp | Reduce -18.0% | 4.41% | −1.03 |
| MINT PIMCO Enhanced Short Maturit | Reduce -39.2% | 1.49% | −0.97 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.82 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.45 |
| FSIG FT Ltd. Duration Inv Grade | Sold out | 0.00% | −0.44 |
| TDVI FT Vest Technology Dividend | Reduce -42.4% | 0.52% | −0.43 |
| FTSM First Trust Enh Short Mat FD | Reduce -6.7% | 5.09% | −0.41 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -39.6% | 0.57% | −0.38 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -3.7% | 7.44% | −0.37 |
| EDIV State Street SPDR S&P Emergi | Reduce -46.4% | 0.28% | −0.24 |
| PIZ Invesco Dorsey Wright Develo | Reduce -23.8% | 0.65% | −0.20 |
| FTGS First Trust Grwth Strgth ETF | Reduce -0.9% | 3.08% | −0.17 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -1.6% | 4.16% | −0.16 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.13 |
| BUCK Simplify Treasury Option Inc. | Reduce -1.2% | 4.63% | −0.13 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -0.7% | 4.22% | −0.12 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -8.7% | 1.01% | −0.10 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -14.7% | 0.52% | −0.09 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -0.8% | 0.86% | −0.08 |
| FTC First Trust Large Cap Growth | Reduce -10.9% | 0.37% | −0.06 |
| HIPS Graniteshares Hips US High I | Reduce -24.9% | 0.17% | −0.06 |
| RECS Columbia Resear Enh Cor ETF | Reduce -9.3% | 0.32% | −0.05 |
| ACWI iShares MSCI Acwi ETF | Reduce -5.7% | 0.48% | −0.04 |
| IOO iShares Global 100 ETF | Reduce -8.6% | 0.20% | −0.03 |
| FTCS First Trust Capital Strength | Reduce -0.2% | 4.61% | −0.03 |
| BALT Inn Defined Wealth Shield | Reduce -0.6% | 1.01% | −0.01 |
| IDMO Invesco S&P International DE | Reduce -2.0% | 0.33% | −0.01 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -0.3% | 4.19% | −0.01 |
| DJAN FT Vest U.S. Equity Deep Buf | Reduce -1.1% | 0.14% | −0.01 |
| FAPR FT Vest U.S. Equity Buffer E | Reduce -0.7% | 0.86% | −0.00 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -1.1% | 0.56% | +0.00 |
| SDVY First Trust Smid Cap Rising | Reduce -1.2% | 1.80% | +0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -1.1% | 2.56% | +0.05 |
| AMLP Alerian MLP ETF | Reduce -0.9% | 1.56% | +0.14 |
Portfolio Buys Q4 2025 → Q1 2026
| PYLD PIMCO Multisector Bond Actv | Add +625.2% | 3.43% | +2.95 |
| AGGH Simplify Aggregate Bond ETF | New | 2.02% | +2.02 |
| SBAR Simplify Barrier Income ETF | New | 1.97% | +1.97 |
| UCON First Trust Smith Unconstrai | New | 1.60% | +1.60 |
| RDVY First Trust Rising Dividend | Add +712.9% | 1.02% | +0.89 |
| HYLS FT Tactical High Yield ETF | Add +113.4% | 0.89% | +0.46 |
| PWB Invesco Large Cap Growth ETF | Add +49.3% | 1.41% | +0.45 |
| FCVT First Trust Ssi Strategi ETF | Add +90.5% | 0.93% | +0.45 |
| PCY Invesco Emerging Markets Sov | Add +103.3% | 0.91% | +0.44 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.39% | +0.39 |
| EEM iShares MSCI Emerging Market | Add +58.1% | 0.83% | +0.32 |
| RDVI FT Vest Rising Dividend Achi | Add +17.4% | 2.48% | +0.30 |
| SPYI Neos S&P 500 High Income ETF | Add +14.7% | 3.99% | +0.26 |
| AIRR First Trust Rba American Ind | Add +8.0% | 1.43% | +0.25 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Add +16.5% | 2.94% | +0.19 |
| SDVD FT Vest Smid Rising Dividend | Add +7.3% | 2.45% | +0.18 |
| FTQI First Trust Nasdaq Buywrite | Add +15.6% | 1.95% | +0.18 |
| FMAR FT Vest US Equity Buffer ETF | Add +17.1% | 1.04% | +0.16 |
| GMAR FT Vest US Equity Moderate B | New | 0.16% | +0.16 |
| FTHI Fthi/First Trust Exchange-TR | Add +8.1% | 3.07% | +0.13 |
| FTLS First Trust Long/Short Eqty | Add +21.3% | 0.62% | +0.10 |
| IGLD FT Vest Gold Strategy Target | Add +3.8% | 1.82% | +0.09 |
| ETW Eaton Vance T/M GLBL Buy-WR | Add +8.0% | 2.48% | +0.05 |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | Add +17.9% | 0.76% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $169.3M | JAAA, BUCK, FTCS, SPYI, BUFQ |
| Q1 2026 | 60 | $157.9M | JAAA, FTSM, BUCK, FTCS, LMBS |
| Q4 2025 | 61 | $156.9M | JAAA, FTSM, LMBS, FTSL, BUCK |
| Q3 2025 | 55 | $156.0M | JAAA, FTSL, FTSM, FTCS, BUCK |
| Q2 2025 | 54 | $148.9M | JAAA, FTSM, FTSL, BUCK, FTCS |
| Q1 2025 | 55 | $149.4M | FTSM, JAAA, LMBS, FTCS, BUFR |
| Q4 2024 | 46 | $152.2M | FTSM, LMBS, JAAA, BUFR, FTCS |
| Q3 2024 | 34 | $147.5M | FTSM, LMBS, JAAA, FTCS, BUFR |
| Q2 2024 | 31 | $146.3M | FTSM, LMBS, FTCS, JAAA, BUFR |
| Q1 2024 | 28 | $148.9M | FTSM, LMBS, FTCS, JAAA, BUFR |