C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Innovator U.S. Small Cap Power Transaction History

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

$1.23 Trillion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	SELL	$30.54 - $32.65 $28,493 - $30,462	-933 Reduced 3.4%	26,538 $861 Million
Q2 2024 Aug 02, 2024	BUY	$29.61 - $31.13 $813,416 - $855,172	27,471 New	27,471 $846 Million

Others Institutions Holding KAPR

# of Institutions

105

Shares Held

3.27M

Call Options Held

Put Options Held

Leigh Baldwin & Co., LLC Cazenovia, NY

480K
Shares

$14.5 Million
0.42% of portfolio
Commonwealth Equity Services, LLC

229K
Shares

$6.92 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

160K
Shares

$4.81 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

150K
Shares

$4.51 Million
0.01% of portfolio
Tradition Wealth Management, LLC

141K
Shares

$4.25 Million
0.44% of portfolio

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