Portfolio (Quarterly) Guide ↗

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

· CIK 0001965756

13F Portfolio $1.8B AUM 403 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 50 New 146 Added 178 Reduced 24 Exited

Page 2 of 2 · 24 positions

← Prev 1 2

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	PMAR	INNOVATOR ETFS TRUST	—	4,453	$200K	0.01%	SOLD
22	BBAI	BIGBEAR AI HLDGS INC	Technology	29,007	$157K	0.01%	SOLD
23	ACHR	ARCHER AVIATION INC	Industrials	11,276	$85K	0.01%	SOLD
24	OPEN	OPENDOOR TECHNOLOGIES INC	Real Estate	11,770	$69K	0.00%	SOLD

Page 2 of 2 · 24 positions

← Prev 1 2

Sector Allocation

Technology 31.4%

Financial Services 25.4%

Healthcare 8.9%

Consumer Cyclical 7.6%

Communication Services 7.2%

Industrials 5.9%

Consumer Defensive 5.2%

Energy 4.8%

Utilities 2.2%

Basic Materials 1.1%