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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Historic Quarter Change: USA ETF, Added

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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors opened 407 positions, added to 1,072, reduced 811 and sold out of 289.

  • Q2 2026: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 124,725.
  • Q2 2026: Stock VEA; Country of operation —; Class VAN FTSE DEV MKT; Shares before 917,014.
  • Q2 2026: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 240,791.
  • Q2 2026: Stock DYNF; Country of operation —; Class ISHARES US EQUIT; Shares before 1,009,789.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1965756), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-11-03); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF124,725870,799+746,074$54,478,677$75,010,659+$20,531,9822026-07-20
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT917,0141,011,182+94,168$58,762,228$72,046,733+$13,284,5052026-07-20
Q2 2026VTV
VANGUARD INDEX FDS		VALUE ETF240,791273,505+32,714$47,243,252$59,604,927+$12,361,6752026-07-20
Q2 2026DYNF
BLACKROCK ETF TRUST		ISHARES US EQUIT1,009,7891,043,867+34,078$58,749,526$70,993,391+$12,243,8652026-07-20
Q2 2026RSP
INVESCO EXCHANGE TRADED FD T		S&P500 EQL WGT3,03239,915+36,883$581,938$8,492,783+$7,910,8452026-07-20
Q2 2026IVE
ISHARES TR		S&P 500 VAL ETF156,320174,363+18,043$33,006,906$39,590,770+$6,583,8642026-07-20
Q2 2026IEF
ISHARES TR		7-10 YR TRSY BD19,75483,668+63,914$1,885,280$7,912,491+$6,027,2112026-07-20
Q2 2026QQQM
INVESCO EXCH TRADED FD TR II		NASDAQ 100 ETF30,07240,472+10,400$7,145,626$12,261,701+$5,116,0752026-07-20
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF351,544395,627+44,083$19,000,941$23,614,953+$4,614,0122026-07-20
Q2 2026VB
VANGUARD INDEX FDS		SMALL CP ETF47,91751,773+3,856$12,550,343$15,693,377+$3,143,0342026-07-20
Q2 2026AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT7,37633,450+26,074$594,358$3,227,591+$2,633,2332026-07-20
Q2 2026BALI
BLACKROCK ETF TRUST		ISHARES US LARG71,247142,708+71,461$2,195,135$4,827,828+$2,632,6932026-07-20
Q2 2026HEAL
GLOBAL X FDS		HEALTHTECH ETF67,289152,047+84,758$1,603,161$4,194,977+$2,591,8162026-07-20
Q2 2026BNDX
VANGUARD CHARLOTTE FDS		TOTAL INT BD ETF546,149595,099+48,950$26,242,462$28,820,623+$2,578,1612026-07-20
Q2 2026PAVE
GLOBAL X FDS		US INFR DEV ETF24,09964,450+40,351$1,224,478$3,797,395+$2,572,9172026-07-20
Q2 2026IDEF
BLACKROCK ETF TRUST		United StatesISHARES DEFENSE59,127133,752+74,625$1,934,635$4,250,636+$2,316,0012026-07-20
Q2 2026SHLD
GLOBAL X FDS		DEFENSE TECH ETF267,958355,947+87,989$18,982,165$21,253,574+$2,271,4092026-07-20
Q2 2026GOVT
ISHARES TR		US TREAS BD ETF808,370912,153+103,783$18,519,751$20,778,850+$2,259,0992026-07-20
Q2 2026BIV
VANGUARD BD INDEX FDS		INTERMED TERM98,580128,464+29,884$7,608,376$9,853,191+$2,244,8152026-07-20
Q2 2026JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM26,41165,726+39,315$1,497,001$3,712,190+$2,215,1892026-07-20
Q2 2026BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND185,081213,928+28,847$14,512,179$16,667,156+$2,154,9772026-07-20
Q2 2026ICOP
ISHARES TR		COPPER & METALS24,61667,251+42,635$1,171,165$3,310,789+$2,139,6242026-07-20
Q2 2026SETM
SPROTT FDS TR		SPROTT CRITICAL36,515103,159+66,644$1,207,916$3,214,434+$2,006,5182026-07-20
Q2 2026DFEM
DIMENSIONAL ETF TRUST		EMERGING MKTS CO223,810237,364+13,554$7,732,645$9,646,488+$1,913,8432026-07-20
Q2 2026DFIC
DIMENSIONAL ETF TRUST		INTL CORE EQUITY494,724517,545+22,821$17,577,560$19,283,733+$1,706,1732026-07-20
Q2 2026MBB
ISHARES TR		MBS ETF175,119193,235+18,116$16,627,542$18,264,595+$1,637,0532026-07-20
Q2 2026BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT8,70027,545+18,845$640,682$2,022,044+$1,381,3622026-07-20
Q2 2026JPIE
J P MORGAN EXCHANGE TRADED F		INCOME ETF11,09540,799+29,704$511,147$1,878,794+$1,367,6472026-07-20
Q2 2026BLV
VANGUARD BD INDEX FDS		LONG TERM BOND98,102114,027+15,925$6,747,457$7,859,913+$1,112,4562026-07-20
Q2 2026VMBS
VANGUARD SCOTTSDALE FDS		MTG-BKD SECS ETF150,801174,495+23,694$7,080,105$8,168,120+$1,088,0152026-07-20
Q2 2026DGRO
ISHARES TR		CORE DIV GRWTH53,80664,106+10,300$3,776,086$4,858,556+$1,082,4702026-07-20
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF1,52013,461+11,941$648,042$1,671,445+$1,023,4032026-07-20
Q2 2026TLH
ISHARES TR		10-20 YR TRS ETF114,241123,653+9,412$11,506,338$12,408,549+$902,2112026-07-20
Q2 2026VLUE
ISHARES TR		MSCI USA VALUE11,64612,559+913$1,655,904$2,509,398+$853,4942026-07-20
Q2 2026EALT
INNOVATOR ETFS TRUST		INNOVATOR US EQ34,95156,387+21,436$1,174,004$2,022,038+$848,0342026-07-20
Q2 2026UOCT
INNOVATOR ETFS TRUST		US EQTY ULTRA B149,978158,706+8,728$5,735,159$6,524,404+$789,2452026-07-20
Q2 2026UJUL
INNOVATOR ETFS TRUST		US EQT ULTRA BF175,352183,958+8,606$6,715,456$7,499,968+$784,5122026-07-20
Q2 2026UJAN
INNOVATOR ETFS TRUST		US EQT ULTRA BF142,190149,999+7,809$6,044,497$6,799,785+$755,2882026-07-20
Q2 2026UNOV
INNOVATOR ETFS TRUST		US EQTY ULTRA BU152,967159,971+7,004$5,701,034$6,424,435+$723,4012026-07-20
Q2 2026UDEC
INNOVATOR ETFS TRUST		US EQTY ULTRA B149,099155,556+6,457$5,791,005$6,483,590+$692,5852026-07-20
Q2 2026UAUG
INNOVATOR ETFS TRUST		US EQT ULTRA BF147,456153,873+6,417$5,801,538$6,475,714+$674,1762026-07-20
Q2 2026USEP
INNOVATOR ETFS TRUST		US EQTY ULTRA B148,393155,052+6,659$5,738,239$6,408,299+$670,0602026-07-20
Q2 2026UAPR
INNOVATOR ETFS TRUST		US EQT ULTRA BF175,304185,163+9,859$5,849,894$6,501,962+$652,0682026-07-20
Q2 2026UFEB
INNOVATOR ETFS TRUST		US EQT ULTRA BFR157,913164,993+7,080$5,732,242$6,376,979+$644,7372026-07-20
Q2 2026UMAR
INNOVATOR ETFS TRUST		US EQT ULTRA BF145,429151,740+6,311$5,779,348$6,410,302+$630,9542026-07-20
Q2 2026IVW
ISHARES TR		S&P 500 GRWT ETF25,27725,373+96$2,859,027$3,489,548+$630,5212026-07-20
Q2 2026IUSB
ISHARES TR		CORE UNIVRSL USD43,11856,291+13,173$1,991,603$2,597,839+$606,2362026-07-20
Q2 2026UJUN
INNOVATOR ETFS TRUST		US EQT ULTRA BF154,608162,090+7,482$5,757,540$6,246,949+$489,4092026-07-20
Q2 2026UMAY
INNOVATOR ETFS TRUST		US EQT ULTRA BF156,897164,596+7,699$5,776,540$6,255,043+$478,5032026-07-20
Q2 2026DGCB
DIMENSIONAL ETF TRUST		GLOBAL CR ETF141,021148,321+7,300$7,634,152$8,108,690+$474,5382026-07-20
Q2 2026IJK
ISHARES TR		S&P MC 400GR ETF6,2078,970+2,763$624,584$1,054,002+$429,4182026-07-20
Q2 2026ESGU
ISHARES TR		ESG AWR MSCI USA18,46218,487+25$2,610,891$3,025,711+$414,8202026-07-20
Q2 2026MGK
VANGUARD WORLD FD		MEGA GRWTH IND3,87120,886+17,015$1,422,386$1,836,092+$413,7062026-07-20
Q2 2026SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ30,84742,744+11,897$946,373$1,355,406+$409,0332026-07-20
Q2 2026IYZ
ISHARES TR		US TELECOM ETF6,52615,727+9,201$256,602$665,409+$408,8072026-07-20
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF1,98614,839+12,853$1,385,671$1,773,599+$387,9282026-07-20
Q2 2026VTEI
VANGUARD MUN BD FDS		INTERMEDIATE TRM52,73855,973+3,235$5,270,649$5,651,552+$380,9032026-07-20
Q2 2026VV
VANGUARD INDEX FDS		LARGE CAP ETF5,9816,247+266$1,787,496$2,148,403+$360,9072026-07-20
Q2 2026IWD
ISHARES TR		RUS 1000 VAL ETF2,7303,828+1,098$583,334$927,923+$344,5892026-07-20
Q2 2026TDIV
FIRST TR EXCHANGE TRADED FD		NASD TECH DIV2,3674,789+2,422$221,650$550,195+$328,5452026-07-20
Q2 2026ITA
ISHARES TR		US AER DEF ETF9902,216+1,226$216,566$537,289+$320,7232026-07-20
Q2 2026AIQ
GLOBAL X FDS		ARTIFICIAL ETF11,81612,989+1,173$551,438$852,183+$300,7452026-07-20
Q2 2026PZA
INVESCO EXCH TRADED FD TR II		NATL AMT MUNI45,02456,166+11,142$1,034,642$1,321,019+$286,3772026-07-20
Q2 2026VOT
VANGUARD INDEX FDS		MCAP GR IDXVIP2,3402,836+496$602,301$868,771+$266,4702026-07-20
Q2 2026FV
FIRST TR EXCHANGE TRADED FD		DORSEY WRT 5 ETF16,05516,284+229$970,313$1,235,659+$265,3462026-07-20
Q2 2026IGM
ISHARES TR		EXPND TEC SC ETF5,4955,579+84$651,180$912,550+$261,3702026-07-20
Q2 2026SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF38,77743,717+4,940$959,723$1,210,949+$251,2262026-07-20
Q2 2026MLN
VANECK ETF TRUST		LONG MUNI ETF117,745127,915+10,170$2,053,473$2,274,320+$220,8472026-07-20
Q2 2026VBK
VANGUARD INDEX FDS		SML CP GRW ETF1,9422,197+255$587,038$803,456+$216,4182026-07-20
Q2 2026SYSB
ISHARES TR		United StatesSYSTEMATIC BD ET33,89136,397+2,506$3,016,316$3,228,994+$212,6782026-07-20
Q2 2026EMXC
ISHARES INC		MSCI EMRG CHN8,2128,226+14$645,917$841,547+$195,6302026-07-20
Q2 2026BOCT
INNOVATOR ETFS TRUST		US EQTY BUF OCT4,5187,499+2,981$216,804$397,608+$180,8042026-07-20
Q2 2026EFG
ISHARES TR		EAFE GRWTH ETF12,32512,415+90$1,372,585$1,544,643+$172,0582026-07-20
Q2 2026HDV
ISHARES TR		CORE HIGH DV ETF11,69564,136+52,441$1,587,209$1,757,968+$170,7592026-07-20
Q2 2026JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM9,42011,163+1,743$523,017$686,085+$163,0682026-07-20
Q2 2026EMLC
VANECK ETF TRUST		JP MRGAN EM LOC56,60161,066+4,465$1,421,241$1,560,857+$139,6162026-07-20
Q2 2026IWL
ISHARES TR		RUS TOP 200 ETF3,6903,951+261$592,127$730,666+$138,5392026-07-20
Q2 2026RDVY
FIRST TR EXCHANGE TRADED FD		RISNG DIVD ACHIV8,6398,949+310$589,887$725,380+$135,4932026-07-20
Q2 2026EUHY
ISHARES INC		EURO HIGH YIELD22,66824,590+1,922$1,189,268$1,324,430+$135,1622026-07-20
Q2 2026BSEP
INNOVATOR ETFS TRUST		US EQTY BUF SEP6,2938,179+1,886$302,589$431,279+$128,6902026-07-20
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF1,7452,123+378$375,237$502,324+$127,0872026-07-20
Q2 2026VTES
VANGUARD WELLINGTON FD		SHORT TRM TAX EX14,50715,449+942$1,467,232$1,565,123+$97,8912026-07-20
Q2 2026VXF
VANGUARD INDEX FDS		EXTEND MKT ETF1,5841,590+6$325,965$391,535+$65,5702026-07-20
Q2 2026SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF10,92611,063+137$318,265$374,360+$56,0952026-07-20
Q2 2026SUB
ISHARES TR		SHRT NAT MUN ETF3,7344,231+497$397,666$450,458+$52,7922026-07-20
Q2 2026IWS
ISHARES TR		RUS MDCP VAL ETF1,6551,675+20$241,230$275,709+$34,4792026-07-20
Q2 2026NZF
NUVEEN MUN CR INCOME FD		COM SH BEN INT18,89320,116+1,223$230,112$255,074+$24,9622026-07-20
Q2 2026VYMI
VANGUARD WHITEHALL FDS		INTL HIGH ETF2,9883,121+133$281,589$306,482+$24,8932026-07-20
Q2 2026FTGS
FIRST TR EXCHANGE-TRADED FD		GROWTH STRENGTH6,7946,888+94$231,314$254,880+$23,5662026-07-20
Q2 2026EFA
ISHARES TR		MSCI EAFE ETF2,7092,746+37$263,134$285,281+$22,1472026-07-20
Q2 2026IFN
ABERDEEN INDIA FD INC		COM22,83623,609+773$258,506$277,402+$18,8962026-07-20
Q2 2026PYLD
PIMCO ETF TR		MULTISECTOR BD10,13210,329+197$265,445$273,925+$8,4802026-07-20
Q2 2026AMLP
ALPS ETF TR		ALERIAN MLP19,24419,425+181$1,013,014$1,007,190-$5,8242026-07-20
Q2 2026PML
PIMCO MUN INCOME FD II		COM11,83712,025+188$89,609$91,509+$1,9002026-07-20

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