AAM
CFLT

Advisors Asset Management’s Confluent CFLT Stock Holding History

Advisors Asset 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
-4,902
Closed -$148K – 1462
2025
Q4 		$148K Buy
4,902
+1,271
+35% +$31.2K ﹤0.01% 1171
2025
Q3 		$71.9K Buy
3,631
+505
+16% +$10.6K ﹤0.01% 1258
2025
Q2 		$77.9K Sell
3,126
-515
-14% -$11.6K ﹤0.01% 1238
2025
Q1 		$85.3K Buy
3,641
+322
+10% +$9.32K ﹤0.01% 1227
2024
Q4 		$92.8K Buy
3,319
+93
+3% +$2.49K ﹤0.01% 1237
2024
Q3 		$65.7K Buy
3,226
+1
+0% +$22 ﹤0.01% 1277
2024
Q2 		$95.2K Buy
3,225
+234
+8% +$6.72K ﹤0.01% 1206
2024
Q1 		$91.3K Buy
2,991
+859
+40% +$24.2K ﹤0.01% 1228
2023
Q4 		$49.9K Sell
2,132
-66
-3% -$1.59K ﹤0.01% 1286
2023
Q3 		$65.1K Buy
2,198
+187
+9% +$6.27K ﹤0.01% 1242
2023
Q2 		$71K Buy
2,011
+12
+0.6% +$336 ﹤0.01% 1239
2023
Q1 		$48.1K Buy
1,999
+211
+12% +$4.89K ﹤0.01% 1309
2022
Q4 		$39.8K Buy
1,788
+151
+9% +$3.5K ﹤0.01% 1359
2022
Q3 		$39K Buy
1,637
+436
+36% +$11.7K ﹤0.01% 1380
2022
Q2 		$28K Buy
1,201
+481
+67% +$12.9K ﹤0.01% 1435
2022
Q1 		$30K Buy
+720
New +$37.5K ﹤0.01% 1457

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

Advisors Asset Management's CFLT Position: Q1 2026 in Review

Advisors Asset Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 4,902 shares — an estimated $148K sold.

Advisors Asset Management first reported a position in CFLT in Q1 2022 and held it in 16 quarters. The position peaked at $148K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Advisors Asset Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Advisors Asset Management sold 4,902 Confluent shares in Q1 2026, an estimated $148K.
  • Advisors Asset Management first reported a position in Confluent in Q1 2022 and held it in 16 quarters.
  • Advisors Asset Management's Confluent position peaked at $148K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.