C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
All 13F Filings
- Location
- Westlake, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,671,083
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 1.103 M | 66.9% | 0 | 153.5 K | -153.5 K |
| ETFs | 526.2 K | 31.9% | 81.02 K | 0 | 81.02 K |
| Debt | 18.82 K | 1.1% | 0 | 1.248 K | -1.248 K |
| Other | 1.905 K | 0.1% | 0 | 132 | -132 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
1,671,083
Holdings
377
QoQ value change ($000)
-53,764
(-3.1%)
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.