Skip to main content
Livermore
Livermore
ZHEN

RiverTree Advisors, LLC

SEC CIK
0001872501
Latest filing
Jul 22, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 22, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
72
+12 vs. Q1 2026
Portfolio value
$169.3M
+$11.4M (+7.2%) vs. Q1 2026
Filed
Jul 22, 2026
SEC
Holdings of RiverTree Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL232,529$11.7M6.9%−771−0.3%Reduced–
Simplify Exchange Traded Fun82889N640TREASURY OPT INC336,734$7.89M4.7%+25,472+8.2%Added–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF78,793$7.40M4.4%+324+0.4%Added–
Neos ETF Trust78433H303NEOS S&P 500 HI136,699$7.26M4.3%+8,981+7.0%Added–
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF183,487$7.21M4.3%−5,098−2.7%Reduced–
Amplify ETF Tr032108409CWP ENHANCED DIV154,574$7.06M4.2%+6,950+4.7%Added–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF190,548$6.96M4.1%−3,869−2.0%Reduced–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT129,770$6.46M3.8%−10,161−7.3%Reduced–
First Tr Exchange-Traded FD33733E823GROWTH STRENGTH168,830$6.25M3.7%+25,917+18.1%Added–
First Tr Exchange Traded FD33738R308BUYWRIT INCM ETF253,238$6.04M3.6%+41,852+19.8%Added–
Neos ETF Trust78433H675NASDAQ 100 HIGH104,729$5.95M3.5%+11,459+12.3%Added–
First Tr Exchange-Traded FD33738D879FT VEST RIS174,809$5.14M3.0%+21,687+14.2%Added–
PIMCO ETF Tr72201R585MULTISECTOR BD191,819$5.09M3.0%−15,087−7.3%Reduced–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW79,945$4.78M2.8%−54,584−40.6%Reduced–
First Tr Exchange-Traded FD33738D820FT VEST SMID196,412$4.54M2.7%+17,926+10.0%Added–
Pacer US Cash Cows 100 ETF69374H881ETF70,735$4.40M2.6%+6,243+9.7%Added–
First Tr Exchange Traded FD33738R407NASDAQ BUYWRITE174,311$3.85M2.3%+19,395+12.5%Added–
Simplify Exchange Traded Fun82889N723AGGREGATE BD ETF188,474$3.80M2.2%+31,615+20.2%Added–
Simplify Exchange Traded Fun82889N335BARRIER INCOME132,684$3.40M2.0%+6,043+4.8%Added–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF135,348$3.37M2.0%+33,224+32.5%Added–
First Tr Exchange Traded FD33741X102SMID RISNG ETF73,526$3.17M1.9%+1,348+1.9%Added–
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM305,360$2.94M1.7%−140,143−31.5%ReducedHistory
First Tr Exchange Traded FD33738R704RBA INDL ETF18,372$2.45M1.4%−2,061−10.1%Reduced–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF14,378$2.42M1.4%−3,332−18.8%Reduced–
Tidal Trust II88636R693YIEL SE PORT ETF26,356$2.32M1.4%+26,356New–
iShares Tr464288257MSCI ACWI ETF13,045$2.05M1.2%+7,538+136.9%Added–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF18,768$1.89M1.1%−4,682−20.0%Reduced–
First Tr Exchng Traded FD VI33740F599FT VEST US EQT33,951$1.77M1.0%+167+0.5%Added–
Alps ETF Tr00162Q452ALERIAN MLP33,020$1.71M1.0%−13,689−29.3%Reduced–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF28,735$1.55M0.9%−4,477−13.5%Reduced–
Tidal Tr II88634T881ETF147,322$1.49M0.9%+147,322New–
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID46,250$1.48M0.9%+46,250New–
First Trust Rising Dividend Achievers ETF33738R506ETF18,242$1.48M0.9%−5,298−22.5%Reduced–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD42,557$1.46M0.9%−5,014−10.5%Reduced–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT23,837$1.44M0.8%+14,258+148.8%Added–
First Tr Exchng Traded FD VI33740U885FT VEST US EQT30,275$1.42M0.8%+129+0.4%Added–
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG61,766$1.34M0.8%−7,089−10.3%Reduced–
iShares Tr464287234MSCI EMG MKT ETF19,129$1.31M0.8%−3,865−16.8%Reduced–
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL30,657$1.25M0.7%−4,138−11.9%Reduced–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT11,827$1.22M0.7%−4,196−26.2%Reduced–
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY13,727$1.01M0.6%−104−0.8%Reduced–
Franklin Templeton ETF Tr35473P496LIBERTY ULRA SHR40,394$1.01M0.6%+40,394New–
First Tr Exchng Traded FD VI33740F581FT VEST NAS26,140$973.3K0.6%−122−0.5%Reduced–
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US10,244$969.9K0.6%+10,244New–
Invesco Exch Traded FD Tr II46138E875DORSEY WRGT DVLP15,374$859.4K0.5%−5,497−26.3%Reduced–
First Tr Exchange-Traded FD33738D812FT VEST TEC23,437$744.4K0.4%−7,684−24.7%Reduced–
First Tr Exchange-Traded Alp33735K108COM SHS3,741$724.9K0.4%00.0%Unchanged–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF7,575$694.2K0.4%−2,233−22.8%Reduced–
Innovator ETFs Trust45782C318US EQTY PWR BUF15,545$642.0K0.4%00.0%Unchanged–
SPDR Series Trust78468R523ST STR BL 12 ETF6,100$606.2K0.4%−2,149−26.1%Reduced–
Columbia ETF Tr I19761L706RESH ENHNC COR13,108$567.3K0.3%+302+2.4%Added–
SPDR Index Shs FDS78463X533ST MAR DIVID ETF10,395$425.8K0.3%−676−6.1%Reduced–
Innovator ETFs Trust45782C680US EQTY PWR BF8,911$406.7K0.2%00.0%Unchanged–
First Tr Exchange-Traded FD33733E856FT VEST GOLD17,995$379.0K0.2%−94,496−84.0%Reduced–
iShares Tr464287572GLOBAL 100 ETF2,598$354.9K0.2%−14−0.5%Reduced–
ETEnergy Transfer LPCOM UT LTD PTN17,500$334.6K0.2%00.0%UnchangedHistory
Neos ETF Trust78433H501NEOS ENH INC 1-36,437$320.6K0.2%−25,446−79.8%Reduced–
SPYSPDR S&P 500 ETF TrustETF380$283.8K0.2%−4−1.0%ReducedHistory
CATCaterpillar IncStock263$280.1K0.2%+263NewHistory
JPMJPMorgan Chase & CoStock800$261.9K0.2%00.0%UnchangedHistory
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT5,901$261.1K0.2%00.0%Unchanged–
INTCIntel CorpStock1,806$252.2K0.1%+1,806NewHistory
BRK.BBerkshire Hathaway IncStock500$250.2K0.1%00.0%UnchangedHistory
LRCXLam Research CorpStock574$248.7K0.1%+574NewHistory
First Tr Exchng Traded FD VI33740F631FT VEST US5,160$234.9K0.1%00.0%Unchanged–
AMATApplied Materials IncStock317$229.2K0.1%+317NewHistory
iShares Flexible Income Active ETF092528603ETF4,334$226.8K0.1%−7,550−63.5%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1422$220.4K0.1%+422NewHistory
KLACKLA CorpCOM NEW730$220.2K0.1%+730NewHistory
GLWCorning IncCOM839$214.3K0.1%+839NewHistory
MRNAModerna, Inc.Stock3,052$213.7K0.1%+3,052NewHistory
TERTeradyne, IncStock416$201.3K0.1%+416NewHistory

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of RiverTree Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
Tidal Trust II88636J642YIEL MAGN 7 ETFS100,330$1.20M0.8%–
Graniteshares ETF Tr38747R306HIPS US HIGH INC23,511$271.6K0.2%–