C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Sells in Q4 2025

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

  • $1.67 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.2M
- 29.79%
$37.61 - $39.41 $45.1M - $47.3M
2.83M $112B
Dimensional ETF Trust
-442K
- 48.85%
N/A
463K $34.1B
BALT
Innovator Etfs Tr
-701K
- 81.64%
$32.7 - $33.07 $22.9M - $23.2M
158K $5.28B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-576K
- 50.24%
$32.24 - $33.72 $18.6M - $19.4M
571K $19.7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-189K
- 73.44%
$91.46 - $91.76 $17.3M - $17.3M
68.3K $6.24B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-89.2K
- 40.02%
$191.01 - $199.18 $17M - $17.8M
134K $26.5B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-247K
- 49.97%
$31.28 - $33.46 $7.73M - $8.27M
247K $8.19B
DFAX
Dimensional ETF Tr
-303K
- 16.46%
$30.71 - $32.34 $9.3M - $9.79M
1.54M $50.3B
USFR
Wisdomtree Floating Rate Treas

ETFs
-85.3K
- 79.45%
$50.24 - $50.4 $4.29M - $4.3M
22.1K $1.11B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-33.3K
- 90.24%
$117.68 - $124.18 $3.92M - $4.14M
3.61K $430M
VOE
Vanguard Mid Cap Value Index F

ETFs
-17.5K
- 81.19%
$169.53 - $176.53 $2.96M - $3.08M
4.05K $718M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-43.9K
- 31.57%
$71.0 - $74.64 $3.11M - $3.27M
95.1K $7.05B
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-76.3K
- 35.28%
$38.1 - $38.9 $2.91M - $2.97M
140K $5.47B
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-70.9K
- 34.5%
$41.77 - $42.6 $2.96M - $3.02M
135K $5.82B
ITA
Ishares Tr

ETFs
-13.4K
- 81.49%
$205.04 - $218.9 $2.74M - $2.92M
3.03K $651M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-87.9K
- 34.95%
$32.0 - $32.39 $2.81M - $2.85M
164K $5.36B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-28.6K
- 85.66%
$68.28 - $84.44 $1.95M - $2.41M
4.78K $410M
XLE
Energy Sector Spdr

ETFs
-15.3K
- 48.63%
$85.22 - $92.02 $1.3M - $1.4M
16.1K $721M
ABBV
Abb Vie Inc.

Healthcare
-8.61K
- 29.76%
$211.96 - $244.38 $1.82M - $2.1M
20.3K $4.64B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-39.3K
- 12.17%
$48.17 - $48.5 $1.9M - $1.91M
284K $13.6B
Dimensional ETF Trust
-57.9K
- 46.99%
N/A
65.3K $1.73B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.84K
- 12.3%
$475.68 - $513.11 $1.35M - $1.46M
20.3K $10.2B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-12.6K
- 10.88%
$102.37 - $105.36 $1.29M - $1.32M
103K $10.5B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-3.07K
- 49.52%
$454.87 - $482.76 $1.4M - $1.48M
3.13K $1.5B
HD
Home Depot, Inc.

Consumer Cyclical
-1.46K
- 11.03%
$358.03 - $397.02 $522K - $579K
11.8K $4.05B
Dimensional ETF Trust
-19.3K
- 13.01%
N/A
129K $6.99B
VOT
Vanguard Mid Cap Growth Index

ETFs
-4.05K
- 70.06%
$279.76 - $298.12 $1.13M - $1.21M
1.73K $483M
XLF
Financial Sector Spdr

ETFs
-20.9K
- 78.61%
$51.76 - $53.77 $1.08M - $1.12M
5.68K $311M
WMT
Walmart Inc.

Consumer Defensive
-12.2K
- 38.42%
$101.18 - $109.03 $1.24M - $1.33M
19.6K $2.18B
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.38K
- 68.12%
$291.71 - $309.36 $986K - $1.05M
1.58K $478M
Blackrock ETF Trust
-36.1K
- 67.85%
N/A
17.1K $493M
NSC
Norfolk Southern Corp

Industrials
-3.19K
- 74.15%
$279.53 - $300.15 $892K - $957K
1.11K $321M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.26K
- 73.86%
$99.87 - $101.27 $925K - $938K
3.28K $327M
Innovator Etfs Trust
-31.7K
- 61.55%
N/A
19.8K $576M
NVDA
Nvidia Corp

Technology
-4.57K
- 7.37%
$179.83 - $207.04 $822K - $947K
57.5K $10.7B
SHW
Sherwin Williams CO

Basic Materials
-2.03K
- 33.35%
$330.74 - $354.45 $672K - $721K
4.06K $1.32B
VB
Vanguard Small Cap ETF

ETFs
-3.74K
- 7.64%
$248.1 - $260.08 $927K - $972K
45.2K $11.7B
IGRO
Ishares Tr International Divid

ETFs
-9.66K
- 65.15%
$78.71 - $81.58 $760K - $788K
5.17K $428M
Dimensional ETF Trust
-9.64K
- 5.78%
N/A
157K $8.28B
XUSP
Innovator Etfs Tr Uncapped Acc
-16.6K
- 26.46%
N/A
46.2K $2.19B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-14.2K
- 18.56%
$48.11 - $49.01 $684K - $697K
62.4K $3B
MS
Morgan Stanley

Financial Services
-4.77K
- 59.82%
$151.86 - $169.92 $724K - $810K
3.2K $568M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-14.7K
- 6.74%
$42.71 - $43.27 $626K - $635K
203K $8.64B
VTI
Vanguard Total Stock Market Et

ETFs
-2.43K
- 11.36%
$321.8 - $337.95 $781K - $821K
18.9K $6.35B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-7.34K
- 58.41%
$82.69 - $83.12 $607K - $610K
5.23K $433M
JPM
Jpmorgan Chase & CO

Financial Services
-2.01K
- 32.45%
$294.11 - $320.41 $590K - $642K
4.17K $1.34B
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-18K
- 11.02%
$36.45 - $37.01 $658K - $668K
146K $5.45B
DFIP
Dimensional ETF Tr Inflation P

ETFs
-12.9K
- 54.81%
$42.01 - $42.55 $542K - $549K
10.6K $442M
FTC
First Tr Lge Cap Growth

ETFs
-3.27K
- 42.11%
$156.24 - $164.79 $511K - $539K
4.5K $719M
Activity Summary
Buys All Purchases 196 New Holdings 51 Increased Positions 145 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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