C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors AVEM AMERICAN CENTY ETF TR

Ownership history in C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors  ·  8 quarters on record

AI Ownership Summary

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported AMERICAN CENTY ETF TR (AVEM) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.17% in 2024 Q3. The latest visible filing shows AVEM at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's position in AMERICAN CENTY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AVEM was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held AVEM — position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 33,450 +26,074 +353.5% 0.16% $3.2M 2026-07-20 $89.29
2026 Q1 REDUCED 68.9% +18.7% 7,376 -16,343 -68.9% 0.03% $594K 2026-04-09 $85.16
2025 Q3 REDUCED 14.5% +4.1% 23,719 -4,032 -14.5% 0.10% $1.8M 2025-10-21 $74.50
2025 Q1 REDUCED 7.9% +15.1% 27,751 -2,391 -7.9% 0.13% $1.7M 2025-05-12 $61.65
2024 Q3 ADDED 30,142 +5,672 +23.2% 0.17% $1.9M 2024-10-08 $61.25
2024 Q2 ADDED 24,470 +9,196 +60.2% 0.17% $1.5M 2024-08-02 $56.06
2024 Q1 ADDED 15,274 +8,826 +136.9% 0.10% $885K 2024-05-03 $56.67
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors and AVEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported owning AVEM?

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported AVEM across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AVEM position in C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's portfolio?

The largest reported portfolio weight for AVEM was 0.17% in 2024 Q3.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2026 Q2, when C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported 33,450 shares, equal to 0.16% of portfolio, with an estimated market value of $3.2M.

What does the chart on this AVEM ownership page compare?

The chart compares C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's quarterly AVEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors time their AVEM position?

Based on 13F filing dates vs. subsequent AVEM price moves, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on AVEM relative to SPY over the holding period was +871.2%.

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