Rivertree Advisors, LLC Top Holdings and 13F Report (2026) About Rivertree Advisors, LLCInvestment ActivityRivertree Advisors, LLC has $157.89 million in total holdings as of March 31, 2026.Rivertree Advisors, LLC owns shares of 60 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 14.83% of the portfolio was purchased this quarter.About 13.38% of the portfolio was sold this quarter.This quarter, Rivertree Advisors, LLC has purchased 61 new stocks and bought additional shares in 19 stocks.Rivertree Advisors, LLC sold shares of 30 stocks and completely divested from 6 stocks this quarter.Largest Holdings Janus Henderson AAA CLO ETF $11,751,331First Trust Enhanced Short Maturity ETF $8,042,144Simplify Treasury Option Income ETF $7,316,213First Trust Capital Strength ETF $7,278,784First Trust Low Duration Opportunities ETF $6,969,963 Largest New Holdings this Quarter 82889N723 - Simplify Aggregate Bond ETF $3,192,081 Holding82889N335 - SIMPLIFY EXCHANGE TRADED FUN $3,107,770 Holding33740F888 - First Trust TCW Unconstrained Plus Bond ETF $2,529,613 Holding092528603 - iShares Flexible Income Active ETF $617,136 Holding33740F482 - FIRST TR EXCHNG TRADED FD VI $246,013 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 178,376 shares (about $4.67M)Simplify Aggregate Bond ETF 156,859 shares (about $3.19M)SIMPLIFY EXCHANGE TRADED FUN 126,641 shares (about $3.11M)First Trust TCW Unconstrained Plus Bond ETF 102,124 shares (about $2.53M)First Trust Rising Dividend Achievers ETF 20,644 shares (about $1.41M) Largest Sales this Quarter First Trust Low Duration Opportunities ETF 30,781 shares (about $1.53M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 15,137 shares (about $1.52M)FIRST TR EXCHANGE-TRADED FD 22,893 shares (about $608.04K)SPDR Bloomberg 1-3 Month T-Bill ETF 6,424 shares (about $588.70K)First Trust Enhanced Short Maturity ETF 9,596 shares (about $573.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRivertree Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJAAAJanus Henderson AAA CLO ETF$11,751,331$451,517 ▼-3.7%233,3007.4%ETFFTSMFirst Trust Enhanced Short Maturity ETF$8,042,144$573,649 ▼-6.7%134,5295.1%ManufacturingBUCKSimplify Treasury Option Income ETF$7,316,213$87,956 ▼-1.2%311,2624.6%ETFFTCSFirst Trust Capital Strength ETF$7,278,784$13,172 ▼-0.2%78,4694.6%ETFLMBSFirst Trust Low Duration Opportunities ETF$6,969,963$1,533,202 ▼-18.0%139,9314.4%ManufacturingBUFQFT Vest Laddered Nasdaq Buffer ETF$6,660,822$44,327 ▼-0.7%188,5854.2%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$6,620,936$22,380 ▼-0.3%147,6244.2%ETFBUFRFT Vest Laddered Buffer ETF$6,565,462$103,201 ▼-1.5%194,4174.2%ETFSPYINEOS S&P 500 High Income ETF$6,305,453$808,633 ▲14.7%127,7184.0%ETFPYLDPIMCO Multi Sector Bond Active ETF$5,420,937$4,673,451 ▲625.2%206,9063.4%ETFFTGSFirst Trust Growth Strength ETF$4,865,559$45,757 ▼-0.9%142,9133.1%ETFFTHIFirst Trust BuyWrite Income ETF$4,851,303$361,577 ▲8.1%211,3863.1%ETFNEOS ETF TRUST$4,634,565$656,253 ▲16.5%93,2702.9%NASDAQ 100 HIGHCOWZPacer US Cash Cows 100 ETF$4,034,620$46,607 ▼-1.1%64,4922.6%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$3,912,261$581,057 ▲17.4%153,1222.5%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$3,911,514$288,923 ▲8.0%445,5032.5%Financial ServicesFIRST TR EXCH TRADED FD III$3,873,146$263,004 ▲7.3%178,4862.5%FT VEST SMIDAGGHSimplify Aggregate Bond ETF$3,192,081$3,192,081 ▲New Holding156,8592.0%ETFSIMPLIFY EXCHANGE TRADED FUN$3,107,770$3,107,770 ▲New Holding126,6412.0%BARRIER INCOMEFTQIFirst Trust NASDAQ BuyWrite Income ETF$3,085,935$416,807 ▲15.6%154,9162.0%ETFIGLDFT Vest Gold Strategy Target Income ETF$2,871,895$106,026 ▲3.8%112,4911.8%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,845,979$35,842 ▼-1.2%72,1781.8%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$2,529,613$2,529,613 ▲New Holding102,1241.6%ETFAMLPAlerian MLP ETF$2,458,762$22,056 ▼-0.9%46,7091.6%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,358,367$1,522,328 ▼-39.2%23,4501.5%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$2,263,568$167,389 ▲8.0%20,4331.4%ManufacturingPWBInvesco Large Cap Growth ETF$2,230,220$736,816 ▲49.3%17,7101.4%ETFFMARFT Vest U.S. Equity Buffer ETF - March$1,638,186$238,862 ▲17.1%33,7841.0%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,607,311$1,409,572 ▲712.8%23,5401.0%ManufacturingBALTInnovator Defined Wealth Shield ETF$1,591,964$9,805 ▼-0.6%47,5711.0%ETFCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$1,587,136$150,236 ▼-8.6%31,8831.0%ETFFCVTFirst Trust SSI Strategic Convertible Securities ETF$1,467,223$696,856 ▲90.5%33,2120.9%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$1,439,070$731,229 ▲103.3%68,8550.9%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$1,411,633$750,018 ▲113.4%34,7950.9%ManufacturingONEQFidelity NASDAQ Composite Index ETF$1,360,513$10,359 ▼-0.8%16,0230.9%ETFFAPRFT Vest U.S. Equity Buffer ETF - April$1,353,727$9,071 ▼-0.7%30,1460.9%ETFEEMiShares MSCI Emerging Markets ETF$1,305,829$479,989 ▲58.1%22,9940.8%FinanceTIDAL TRUST II$1,198,944$182,500 ▲18.0%100,3300.8%YIELDMAX MAGNIFIPIZInvesco Dorsey Wright Developed Markets Momentum ETF$1,033,532$323,217 ▼-23.8%20,8710.7%ETFFTLSFirst Trust Long/Short Equity ETF$973,149$170,904 ▲21.3%13,8310.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$898,805$588,695 ▼-39.6%9,8080.6%ETFQMARFT Vest Nasdaq-100 Buffer ETF - March$882,928$9,514 ▼-1.1%26,2620.6%ETFFIRST TR EXCHANGE-TRADED FD$826,574$608,038 ▼-42.4%31,1210.5%FT VEST TECBILSSPDR Bloomberg 3-12 Month T-Bill ETF$820,281$141,105 ▼-14.7%8,2490.5%ETFACWIiShares MSCI ACWI ETF$762,004$45,939 ▼-5.7%5,5070.5%ManufacturingPMAYInnovator U.S. Equity Power Buffer ETF - May$620,8670.0%15,5450.4%ETFBINCiShares Flexible Income Active ETF$617,136$617,136 ▲New Holding11,8840.4%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$576,647$70,289 ▼-10.9%3,7410.4%ETFIDMOInvesco S&P International Developed Momentum ETF$525,312$10,858 ▼-2.0%9,5790.3%ETFRECSColumbia Research Enhanced Core ETF$499,178$51,337 ▼-9.3%12,8060.3%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$437,083$378,692 ▼-46.4%11,0710.3%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$380,6780.0%8,9110.2%ETFETEnergy Transfer$337,7500.0%17,5000.2%EnergyIOOiShares Global 100 ETF$315,974$29,759 ▼-8.6%2,6120.2%ETFHIPSGraniteShares HIPS US High Income ETF$271,646$89,925 ▼-24.9%23,5110.2%FinanceSPYSPDR S&P 500 ETF Trust$249,7310.0%3840.2%FinanceFIRST TR EXCHNG TRADED FD VI$246,013$246,013 ▲New Holding5,9010.2%FT VEST U.S EQTBRK.BBerkshire Hathaway$239,6000.0%5000.2%FinanceJPMJPMorgan Chase & Co.$235,3280.0%8000.1%FinanceDJANFT Vest U.S. Equity Deep Buffer ETF - January$219,455$2,552 ▼-1.1%5,1600.1%ETFFTSLFirst Trust Senior Loan ETF$0$8,309,327 ▼-100.0%00.0%ManufacturingCDXSimplify High Yield ETF$0$2,884,767 ▼-100.0%00.0%ETFXLGInvesco S&P 500 Top 50 ETF$0$1,292,838 ▼-100.0%00.0%ETFFLOTiShares Floating Rate Bond ETF$0$706,395 ▼-100.0%00.0%ETFFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$0$694,083 ▼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$202,801 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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