C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Purchases in Q3 2025

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • $1.72 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
11.5K
New
$22.84 - $22.95 $263K - $264K
11.5K $264M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.39K
New
$181.56 - $190.33 $252K - $264K
1.39K $263M
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.69K
New
$38.52 - $39.39 $258K - $263K
6.69K $263M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.6K
New
$22.36 - $22.52 $259K - $261K
11.6K $261M
COIN
Coinbase Global, Inc.

Technology
771
New
$297.99 - $419.78 $230K - $324K
771 $260M
ENB
Enbridge Inc

Energy
5.1K
New
$43.79 - $50.46 $223K - $257K
5.1K $257M
DUK
Duke Energy Corp

Utilities
1.8K
+ 31.11%
$116.31 - $125.93 $209K - $227K
7.59K $939M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
11.5K
New
$21.68 - $22.04 $249K - $254K
11.5K $253M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.3K
New
$22.19 - $22.44 $250K - $253K
11.3K $252M
XTWO
Bondbloxx ETF Tr 2 Yr Target D
5.09K
New
N/A
5.09K $252M
SHOP
Shopify Inc.

Technology
382
+ 6.61%
$112.11 - $157.12 $42.8K - $60K
6.16K $915M
RYLD
Global X Fds Russell 2000 Cove

ETFs
16.4K
New
$14.46 - $15.29 $237K - $250K
16.4K $246M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
4.95K
New
N/A
4.95K $246M
CMCSA
Comcast Corp

Communication Services
7.63K
New
$31.41 - $36.33 $240K - $277K
7.63K $240M
Innovator Etfs Trust
9.22K
New
N/A
9.22K $239M
HOOD
Robinhood Markets, Inc.

Technology
813
+ 33.53%
$91.27 - $143.18 $74.2K - $116K
3.24K $464M
MPC
Marathon Petroleum Corp

Energy
1.02K
+ 84.91%
$158.59 - $198.69 $162K - $203K
2.23K $430M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
18.2K
New
$11.55 - $12.56 $211K - $229K
18.2K $229M
TMO
Thermo Fisher Scientific Inc.

Healthcare
471
New
$404.94 - $499.99 $191K - $235K
471 $228M
Listed Fds Tr
3.51K
New
N/A
3.51K $227M
AOR
Ishares Tr Core Growth Allocat

ETFs
3.41K
New
$60.99 - $64.39 $208K - $220K
3.41K $220M
IWY
Ishares Tr Russell 200 Growth

ETFs
342
+ 7.41%
$243.93 - $275.62 $83.4K - $94.3K
4.96K $1.36B
TER
Teradyne, Inc

Technology
1.57K
New
$90.15 - $137.64 $142K - $216K
1.57K $216M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
41
+ 0.2%
$134.94 - $145.86 $5.53K - $5.98K
20.3K $2.95B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.16K
New
$28.15 - $30.13 $202K - $216K
7.16K $212M
AEE
Ameren Corp

Utilities
1.75K
+ 48.7%
$95.0 - $104.38 $166K - $182K
5.33K $556M
DFIV
Dimensional ETF Tr

ETFs
4.54K
New
$42.66 - $46.53 $194K - $211K
4.54K $209M
KKR
Kkr & Co. Inc.

Financial Services
1.58K
New
$129.95 - $152.16 $206K - $241K
1.58K $206M
C
Citigroup Inc

Financial Services
2.02K
New
$85.57 - $103.49 $173K - $209K
2.02K $205M
RIOT
Riot Blockchain, Inc.

Technology
10.7K
New
$11.03 - $19.78 $118K - $212K
10.7K $204M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.9K
+ 19.15%
$55.15 - $58.11 $160K - $168K
18K $1.04B
IXN
Ishares Global Information Tec

ETFs
204
+ 1.23%
$91.28 - $103.32 $18.6K - $21.1K
16.9K $1.74B
AIQ
Global X Funds Global X Artifi

ETFs
2.86K
+ 26.86%
$43.2 - $49.66 $123K - $142K
13.5K $666M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.2K
New
$16.46 - $17.1 $167K - $174K
10.2K $173M
VBR
Vanguard Small Cap Value ETF

ETFs
371
+ 5.8%
$195.41 - $212.37 $72.5K - $78.8K
6.77K $1.41B
TXG
10x Genomics, Inc.

Healthcare
13.2K
New
$11.34 - $14.64 $150K - $194K
13.2K $155M
IWV
Ishares Russell 3000 ETF

ETFs
210
+ 8.52%
$351.04 - $379.81 $73.7K - $79.8K
2.68K $1.01B
VV
Vanguard Large Cap ETF

ETFs
82
+ 1.53%
$285.05 - $309.14 $23.4K - $25.3K
5.45K $1.68B
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.02K
+ 7.01%
$29.2 - $32.74 $59K - $66.1K
30.9K $982M
RTX
Raytheon Technologies Corp

Industrials
315
+ 9.2%
$144.19 - $167.33 $45.4K - $52.7K
3.74K $626M
T
At&T Inc.

Communication Services
5.34K
+ 13.17%
$26.94 - $29.62 $144K - $158K
45.9K $1.3B
IDNA
Ishares Tr Genomics Immunology

ETFs
2.23K
+ 10.0%
$20.64 - $23.61 $46K - $52.6K
24.5K $579M
TJX
Tjx Companies Inc

Consumer Cyclical
56
+ 1.05%
$121.35 - $144.54 $6.8K - $8.09K
5.38K $778M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
624
+ 13.69%
$108.46 - $120.63 $67.7K - $75.3K
5.18K $616M
IWM
Ishares Russell 2000 ETF

ETFs
334
+ 24.13%
$214.92 - $244.84 $71.8K - $81.8K
1.72K $416M
VHT
Vanguard Health Care ETF

ETFs
265
+ 6.37%
$239.12 - $259.95 $63.4K - $68.9K
4.42K $1.15B
IWR
Ishares Russell Mid Cap ETF

ETFs
313
+ 1.81%
$92.26 - $97.51 $28.9K - $30.5K
17.6K $1.7B
MGC
Vanguard Mega Cap ETF

ETFs
194
+ 6.19%
$224.2 - $245.55 $43.5K - $47.6K
3.33K $812M
BRCC
Brc Inc.

Consumer Defensive
66.3K
New
$1.29 - $2.03 $85.5K - $135K
66.3K $103M
Activity Summary
Buys All Purchases 300 New Holdings 161 Increased Positions 139 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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