AWA
CFLT

Arete Wealth Advisors’s Confluent CFLT Stock Holding History

Arete Wealth Advisors’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
-11,287
Closed -$341K – 384
2025
Q4 		$341K Buy
+11,287
New +$277K 0.02% 547

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

Arete Wealth Advisors's CFLT Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 11,287 shares — an estimated $341K sold.

Arete Wealth Advisors first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $341K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 11,287 Confluent shares in Q1 2026, an estimated $341K.
  • Arete Wealth Advisors first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's Confluent position peaked at $341K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.