AWM
CFLT

Activest Wealth Management’s Confluent CFLT Stock Holding History

Activest Wealth Management’s Portfolio CFLT Stock Details CFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-796
Closed -$24.1K – 1248
2025
Q4 		$24.1K Buy
+796
New +$19.5K ﹤0.01% 465
2025
Q2 		– Sell
-16
Closed -$361 – 1072
2025
Q1 		$375 Buy
+16
New +$463 ﹤0.01% 876

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Activest Wealth Management's CFLT Position: Q1 2026 in Review

Activest Wealth Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 796 shares — an estimated $24.1K sold.

Activest Wealth Management first reported a position in CFLT in Q1 2025 and held it in 2 quarters. The position peaked at $24.1K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Activest Wealth Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Activest Wealth Management sold 796 Confluent shares in Q1 2026, an estimated $24.1K.
  • Activest Wealth Management first reported a position in Confluent in Q1 2025 and held it in 2 quarters.
  • Activest Wealth Management's Confluent position peaked at $24.1K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Activest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.