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Portfolio (Quarterly) Guide ↗

RiverTree Advisors, LLC

· CIK 0001872501
13F Portfolio $157M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New
Page 2 of 4  ·  61 positions
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# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 — FIRST TR EXCHANGE TRADED FD — 133,992.0 $2.8M 1.78% NEW — $20.82 —
22 IGLD FIRST TR EXCHANGE-TRADED FD — 108,338.0 $2.7M 1.73% NEW — $25.01 -4.6%
23 AMLP ALPS ETF TR — 47,128.0 $2.2M 1.41% NEW — $47.02 +16.0%
24 AIRR FIRST TR EXCHANGE TRADED FD — 18,922.0 $1.9M 1.19% NEW — $98.32 +27.2%
25 CSHI NEOS ETF TRUST — 34,901.0 $1.7M 1.11% NEW — $49.73 +0.1%
26 BALT INNOVATOR ETFS TRUST — 47,864.0 $1.6M 1.02% NEW — $33.51 +1.7%
27 PWB INVESCO EXCHANGE TRADED FD T — 11,859.0 $1.5M 0.96% NEW — $127.11 +21.7%
28 — FIRST TR EXCHANGE-TRADED FD — 54,014.0 $1.5M 0.95% NEW — $27.74 —
29 BIL SPDR SERIES TRUST — 16,232.0 $1.5M 0.95% NEW — $91.38 +0.2%
30 ONEQ FIDELITY COMWLTH TR — 16,145.0 $1.5M 0.94% NEW — $91.40 +13.5%
31 FMAR FIRST TR EXCHNG TRADED FD VI — 28,858.0 $1.4M 0.87% NEW — $47.47 +9.5%
32 FAPR FIRST TR EXCHNG TRADED FD VI — 30,348.0 $1.3M 0.86% NEW — $44.42 +4.6%
33 PIZ INVESCO EXCH TRADED FD TR II — 27,398.0 $1.3M 0.86% NEW — $48.98 +15.5%
34 XLG INVESCO EXCHANGE TRADED FD T — 21,809.0 $1.3M 0.82% NEW — $59.28 +7.2%
35 YMAG TIDAL TRUST II — 85,058.0 $1.2M 0.77% NEW — $14.23 -10.1%
36 BILS SPDR SERIES TRUST — 9,668.0 $959K 0.61% NEW — $99.22 +0.2%
37 QMAR FIRST TR EXCHNG TRADED FD VI — 26,545.0 $876K 0.56% NEW — $33.00 +12.3%
38 ACWI ISHARES TR — 5,839.0 $826K 0.53% NEW — $141.49 +10.2%
39 — FIRST TR EXCH TRADED FD III — 11,402.0 $809K 0.52% NEW — $70.99 —
40 EDIV SPDR INDEX SHS FDS — 20,663.0 $809K 0.52% NEW — $39.15 +5.0%
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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 71.5%
Energy 28.5%