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Ryan J. Warner

@C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors

Latest period2024 - Q3ReportedManaged Assets$1.175BTotal holdings336
Assets growth rate29.91%Assets growth rate (2-Q avg)18.49%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 336 positions.

Assets under management

The assets under management (AUM) of C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.175B in assets, with a quarterly growth rate of 29.91% and a 2-quarter average growth rate of 18.49%. The portfolio is managed by Ryan J. Warner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLOKAmplify Etf Tr
Recent Activity
New Position
0.17%
$1.967M
52,436 shares@ $37.53 avg price
EWUSIshares Tr
Recent Activity
New Position
0.17%
$1.923M
48,683 shares@ $39.52 avg price
XDSQInnovator Etfs Trust
Recent Activity
New Position
0.11%
$1.277M
36,417 shares@ $35.08 avg price
XUSPInnovator Etfs Trust
Recent Activity
New Position
0.11%
$1.247M
31,526 shares@ $39.55 avg price
AFKVaneck Etf Trust
Recent Activity
New Position
0.11%
$1.24M
73,841 shares@ $16.79 avg price
EWNIshares Inc
Recent Activity
New Position
0.11%
$1.223M
24,055 shares@ $50.86 avg price
QLTAIshares Tr
Recent Activity
New Position
0.09%
$1.028M
20,920 shares@ $49.15 avg price
JAJLInnovator Etfs Trust
Recent Activity
New Position
0.09%
$955,571
35,816 shares@ $26.69 avg price
SFLRInnovator Etfs Trust
Recent Activity
New Position
0.07%
$797,636
25,075 shares@ $31.82 avg price
CEFSprott Physical Gold & Silve
Recent Activity
New Position
0.07%
$757,329
30,924 shares@ $24.5 avg price