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Rivertree Advisors, LLC Top Holdings and 13F Report (2026)

About Rivertree Advisors, LLC

Investment Activity

  • Rivertree Advisors, LLC has $169.34 million in total holdings as of June 30, 2026.
  • Rivertree Advisors, LLC owns shares of 72 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 11.22% of the portfolio was purchased this quarter.
  • About 9.40% of the portfolio was sold this quarter.
  • This quarter, Rivertree Advisors, LLC has purchased 60 new stocks and bought additional shares in 20 stocks.
  • Rivertree Advisors, LLC sold shares of 30 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

88636R693 - TIDAL TRUST II
$2,323,018 Holding
88634T881 - TIDAL TRUST II
$1,487,952 Holding
35473P496 - Franklin Ultra Short Bond ETF
$1,011,264 Holding

Largest Purchases this Quarter

TIDAL TRUST II
26,356 shares (about $2.32M)
TIDAL TRUST II
147,322 shares (about $1.49M)
iShares MSCI ACWI ETF
7,538 shares (about $1.18M)
Franklin Ultra Short Bond ETF
40,394 shares (about $1.01M)

Largest Sales this Quarter

First Trust Enhanced Short Maturity ETF
54,584 shares (about $3.26M)
FT Vest Gold Strategy Target Income ETF
94,496 shares (about $1.99M)
NEOS Enhanced Income 1-3 Month T-Bill ETF
25,446 shares (about $1.27M)
Alerian MLP ETF
13,689 shares (about $709.77K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRivertree Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$11,740,382$38,928 â–¼-0.3%232,5296.9%ETF
BUCK
Simplify Treasury Option Income ETF
$7,886,310$596,554 â–²8.2%336,7344.7%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$7,400,239$30,430 â–²0.4%78,7934.4%ETF
NEOS S&P 500 High Income ETF stock logo
SPYI
NEOS S&P 500 High Income ETF
$7,257,325$476,800 â–²7.0%136,6994.3%ETF
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$7,205,534$200,198 â–¼-2.7%183,4874.3%ETF
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$7,064,032$317,615 â–²4.7%154,5744.2%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$6,960,718$141,335 â–¼-2.0%190,5484.1%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$6,459,951$505,815 â–¼-7.3%129,7703.8%Manufacturing
First Trust Growth Strength ETF stock logo
FTGS
First Trust Growth Strength ETF
$6,247,081$958,986 â–²18.1%168,8303.7%ETF
First Trust BuyWrite Income ETF stock logo
FTHI
First Trust BuyWrite Income ETF
$6,039,719$998,169 â–²19.8%253,2383.6%ETF
NEOS ETF TRUST
$5,947,562$650,757 â–²12.3%104,7293.5%NASDAQ 100 HIGH
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$5,139,371$637,596 â–²14.2%174,8093.0%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$5,087,040$400,107 â–¼-7.3%191,8193.0%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$4,775,115$3,260,302 â–¼-40.6%79,9452.8%Manufacturing
FIRST TR EXCHANGE-TRADED FD
$4,535,161$413,912 â–²10.0%196,4122.7%FT VEST SMID
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$4,399,717$388,315 â–²9.7%70,7352.6%ETF
First Trust NASDAQ BuyWrite Income ETF stock logo
FTQI
First Trust NASDAQ BuyWrite Income ETF
$3,850,534$428,436 â–²12.5%174,3112.3%ETF
Simplify Aggregate Bond ETF stock logo
AGGH
Simplify Aggregate Bond ETF
$3,801,521$637,675 â–²20.2%188,4742.2%ETF
SIMPLIFY EXCHANGE TRADED FUN
$3,396,710$154,701 â–²4.8%132,6842.0%BARRIER INCOME
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$3,367,451$826,611 â–²32.5%135,3482.0%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$3,171,912$58,153 â–²1.9%73,5261.9%ETF
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock logo
ETW
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
$2,943,674$1,350,980 â–¼-31.5%305,3601.7%Financial Services
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$2,448,069$274,628 â–¼-10.1%18,3721.4%Manufacturing
Invesco Large Cap Growth ETF stock logo
PWB
Invesco Large Cap Growth ETF
$2,422,118$561,309 â–¼-18.8%14,3781.4%ETF
TIDAL TRUST II
$2,323,018$2,323,018 â–²New Holding26,3561.4%YIEL SE PORT ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$2,047,674$1,183,240 â–²136.9%13,0451.2%Manufacturing
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$1,892,002$471,992 â–¼-20.0%18,7681.1%ETF
FT Vest U.S. Equity Buffer ETF - March stock logo
FMAR
FT Vest U.S. Equity Buffer ETF - March
$1,774,279$8,727 â–²0.5%33,9511.0%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$1,712,087$709,775 â–¼-29.3%33,0201.0%ETF
First Trust SSI Strategic Convertible Securities ETF stock logo
FCVT
First Trust SSI Strategic Convertible Securities ETF
$1,545,227$240,751 â–¼-13.5%28,7350.9%ETF
TIDAL TRUST II
$1,487,952$1,487,952 â–²New Holding147,3220.9%YIE GOL MIN ETF
First Trust Dow Jones Global Select Dividend Index Fund stock logo
FGD
First Trust Dow Jones Global Select Dividend Index Fund
$1,479,546$1,479,546 â–²New Holding46,2500.9%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,478,697$429,456 â–¼-22.5%18,2420.9%Manufacturing
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$1,458,428$171,830 â–¼-10.5%42,5570.9%ETF
IDMO
Invesco S&P International Developed Momentum ETF
$1,437,133$859,615 â–²148.8%23,8370.8%ETF
FT Vest U.S. Equity Buffer ETF - April stock logo
FAPR
FT Vest U.S. Equity Buffer ETF - April
$1,415,054$6,029 â–²0.4%30,2750.8%ETF
Invesco Emerging Markets Sovereign Debt ETF stock logo
PCY
Invesco Emerging Markets Sovereign Debt ETF
$1,337,234$153,477 â–¼-10.3%61,7660.8%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,308,615$264,405 â–¼-16.8%19,1290.8%Finance
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock logo
HYLS
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
$1,246,207$168,210 â–¼-11.9%30,6570.7%Manufacturing
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$1,220,783$433,111 â–¼-26.2%11,8270.7%ETF
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$1,013,053$7,675 â–¼-0.8%13,7270.6%ETF
FLUD
Franklin Ultra Short Bond ETF
$1,011,264$1,011,264 â–²New Holding40,3940.6%ETF
FT Vest Nasdaq-100 Buffer ETF - March stock logo
QMAR
FT Vest Nasdaq-100 Buffer ETF - March
$973,323$4,543 â–¼-0.5%26,1400.6%ETF
First Trust Developed Markets ex-US AlphaDEX Fund stock logo
FDT
First Trust Developed Markets ex-US AlphaDEX Fund
$969,876$969,876 â–²New Holding10,2440.6%Manufacturing
Invesco Dorsey Wright Developed Markets Momentum ETF stock logo
PIZ
Invesco Dorsey Wright Developed Markets Momentum ETF
$859,405$307,282 â–¼-26.3%15,3740.5%ETF
FIRST TR EXCHANGE-TRADED FD
$744,359$244,044 â–¼-24.7%23,4370.4%FT VEST TEC
First Trust Large Cap Growth AlphaDEX Fund stock logo
FTC
First Trust Large Cap Growth AlphaDEX Fund
$724,8940.0%3,7410.4%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$694,173$204,632 â–¼-22.8%7,5750.4%ETF
Innovator U.S. Equity Power Buffer ETF - May stock logo
PMAY
Innovator U.S. Equity Power Buffer ETF - May
$642,0090.0%15,5450.4%ETF
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$606,218$213,568 â–¼-26.1%6,1000.4%ETF
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$567,314$13,071 â–²2.4%13,1080.3%ETF
EDIV
SPDR S&P Emerging Markets Dividend ETF
$425,753$27,687 â–¼-6.1%10,3950.3%ETF
Innovator U.S. Equity Power Buffer ETF - August stock logo
PAUG
Innovator U.S. Equity Power Buffer ETF - August
$406,6980.0%8,9110.2%ETF
FT Vest Gold Strategy Target Income ETF stock logo
IGLD
FT Vest Gold Strategy Target Income ETF
$378,975$1,990,087 â–¼-84.0%17,9950.2%ETF
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$354,887$1,912 â–¼-0.5%2,5980.2%ETF
Energy Transfer LP stock logo
ET
Energy Transfer
$334,6000.0%17,5000.2%Energy
NEOS Enhanced Income 1-3 Month T-Bill ETF stock logo
CSHI
NEOS Enhanced Income 1-3 Month T-Bill ETF
$320,627$1,267,465 â–¼-79.8%6,4370.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$283,773$2,987 â–¼-1.0%3800.2%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$280,069$280,069 â–²New Holding2630.2%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$261,8640.0%8000.2%Finance
FIRST TR EXCHNG TRADED FD VI
$261,0600.0%5,9010.2%FT VEST U.S EQT
Intel Corporation stock logo
INTC
Intel
$252,172$252,172 â–²New Holding1,8060.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$250,1950.0%5000.1%Finance
LAM RESEARCH CORP
$248,731$248,731 â–²New Holding5740.1%COM NEW
DJAN
FT Vest U.S. Equity Deep Buffer ETF - January
$234,9050.0%5,1600.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$229,191$229,191 â–²New Holding3170.1%Computer and Technology
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$226,842$395,168 â–¼-63.5%4,3340.1%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$220,449$220,449 â–²New Holding4220.1%Finance
KLA Corporation stock logo
KLAC
KLA
$220,248$220,248 â–²New Holding7300.1%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$214,306$214,306 â–²New Holding8390.1%Computer and Technology
Moderna, Inc. stock logo
MRNA
Moderna
$213,732$213,732 â–²New Holding3,0520.1%Medical
Teradyne, Inc. stock logo
TER
Teradyne
$201,277$201,277 â–²New Holding4160.1%Computer and Technology
TIDAL TRUST II
$0$1,198,944 â–¼-100.0%00.0%YIELDMAX MAGNIFI
GraniteShares HIPS US High Income ETF stock logo
HIPS
GraniteShares HIPS US High Income ETF
$0$271,646 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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