C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors PWB — INVESCO EXCHANGE TRADED FD T

Ownership history in C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors  ·  4 quarters on record

AI Ownership Summary

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported INVESCO EXCHANGE TRADED FD T (PWB) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.07% in 2025 Q3. The latest visible filing shows PWB at 0.03% 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.

What this PWB 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 INVESCO EXCHANGE TRADED FD T, 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 Q1

PWB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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.

PWB stock page C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors fund profile C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors full holdings
How C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held PWB — position size vs. price
% of Fund (quarterly)    PWB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 17.4% +30.7% ❌ 4,743 -998 -17.4% 0.03% $597K 2026-04-09 $136.20
2025 Q4 REDUCED 42.2% -0.9% ✅ 5,741 -4,186 -42.2% 0.04% $730K 2026-01-20 $131.51
2025 Q3 ADDED — — — 9,927 +4,006 +67.7% 0.07% $1.2M 2025-10-21 $127.47
2025 Q2 INITIATED — — — 5,921 — — 0.07% $695K 2025-08-05 $117.91

🏢 Other funds also holding PWB

As of 2026 Q2 — sorted by position size

Center for Wealth Management Advisory 21.62% ACT WEALTH MANAGEMENT, LLC 3Y 10.65% Anderson Financial Strategies, LLC 9.02% WIN ADVISORS, INC 3Y 7.23% Garden State Investment Advisory Services LLC 3Y 5.27% Welch Financial Planning, LLC 5.24% StoneCrest Wealth Management, Inc. 2.9% Peck Wealth Management, LLC 2.57% Prostatis Group LLC 3Y 2.1% Capital Investment Counsel, LLC 1.89%

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

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 PWB?

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported PWB across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

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

The largest reported portfolio weight for PWB was 0.07% in 2025 Q3.

What is the latest reported PWB position on this page?

The most recent filing on this page is 2026 Q1, when C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported 4,743 shares, equal to 0.03% of portfolio, with an estimated market value of $597K.

What does the chart on this PWB ownership page compare?

The chart compares C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's quarterly PWB 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 PWB position?

Based on 13F filing dates vs. subsequent PWB price moves, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PWB relative to SPY over the holding period was +8.7%.

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