C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors SFLR — INNOVATOR ETFS TRUST

Ownership history in C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors  ·  5 quarters on record

AI Ownership Summary

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported INNOVATOR ETFS TRUST (SFLR) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows SFLR at 0.05% 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 SFLR 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 INNOVATOR ETFS TRUST, 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
2025 Q3

SFLR was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 SFLR — position size vs. price
% of Fund (quarterly)    SFLR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 25,184 +29 +0.1% 0.05% $907K 2025-10-21 $36.26
2025 Q2 ADDED — — — 25,155 +1 +0.0% 0.08% $844K 2025-08-05 $34.15
2025 Q1 ADDED — — — 25,154 +50 +0.2% 0.06% $790K 2025-05-12 $31.86
2024 Q4 ADDED — — — 25,104 +29 +0.1% 0.07% $820K 2025-01-29 $33.12
2024 Q3 INITIATED — — — 25,075 — — 0.07% $798K 2024-10-08 $31.56

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

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 SFLR?

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported SFLR across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

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

The largest reported portfolio weight for SFLR was 0.08% in 2025 Q2.

What is the latest reported SFLR position on this page?

The most recent filing on this page is 2025 Q3, when C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported 25,184 shares, equal to 0.05% of portfolio, with an estimated market value of $907K.

What does the chart on this SFLR ownership page compare?

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

Based on 13F filing dates vs. subsequent SFLR price moves, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SFLR relative to SPY over the holding period was -3.0%.

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