C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
All 13F Filings
- Location
- Westlake, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,756,473
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 403 | 1,756,473 | 13F-HR | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| Q4 2025 | 1/20/2026 | 377 | 1,671,083 | 13F-HR | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| Q3 2025 | 10/21/2025 | 412 | 1,724,847 | 13F-HR | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| Q2 2025 | 11/3/2025 | 381 | 1,532,794 | 13F-HR/A - RESTATEMENT | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| Q2 2025 | 8/5/2025 | 269 | 1,069,305 | 13F-HR | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 306.1 K | 17.7% | 0 | 797.1 K | -797.1 K |
| ETFs | 1.404 M | 81.1% | 877.8 K | 0 | 877.8 K |
| Debt | 21.26 K | 1.2% | 2.435 K | 0 | 2.435 K |
| Other | 0 | 0.0% | 0 | 1.905 K | -1.905 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
1,756,473
Holdings
403
QoQ value change ($000)
85,390
(5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.