Avestar Capital’s Confluent CFLT Stock Holding History

Avestar Capital’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	-13,992	Closed	-$423K	–	519
2025 Q4	$423K	Hold	13,992	–	–	0.03%	367
2025 Q3	$277K	Buy	13,992 +1,674	+14%	+$35K	0.02%	428
2025 Q2	$307K	Hold	12,318	–	–	0.02%	387
2025 Q1	$289K	Buy	12,318 +402	+3%	+$11.6K	0.03%	388
2024 Q4	$333K	Hold	11,916	–	–	0.03%	362
2024 Q3	$243K	Sell	11,916 -943	-7%	-$21.1K	0.03%	406
2024 Q2	$380K	Hold	12,859	–	–	0.04%	293
2024 Q1	$392K	Buy	12,859 +1,393	+12%	+$39.3K	0.04%	274
2023 Q4	$268K	Hold	11,466	–	–	0.03%	314
2023 Q3	$340K	Buy	11,466 +370	+3%	+$12.4K	0.05%	221
2023 Q2	$392K	Buy	+11,096	New	+$310K	0.06%	187

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Avestar Capital's CFLT Position: Q1 2026 in Review

Avestar Capital sold out of Confluent (CFLT) in Q1 2026, closing a stake of 13,992 shares — an estimated $423K sold.

Avestar Capital first reported a position in CFLT in Q2 2023 and held it in 11 quarters. The position peaked at $423K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Avestar Capital reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Avestar Capital sold 13,992 Confluent shares in Q1 2026, an estimated $423K.
Avestar Capital first reported a position in Confluent in Q2 2023 and held it in 11 quarters.
Avestar Capital's Confluent position peaked at $423K in Q4 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.