Avion Wealth’s Confluent CFLT Stock Holding History

Avion Wealth’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	-25	Closed	–	–	1283
2025 Q4	$0	Hold	25	–	–	﹤0.01%	1279
2025 Q3	$0	Hold	25	–	–	﹤0.01%	1245
2025 Q2	$0	Buy	25 +16	+178%	+$361	﹤0.01%	1224
2025 Q1	$0	Buy	+9	New	+$261	﹤0.01%	1055
2023 Q4	–	Sell	-75	Closed	-$2K	–	1103
2023 Q3	$2K	Hold	75	–	–	﹤0.01%	465
2023 Q2	$2K	Buy	75 +47	+168%	+$1.31K	﹤0.01%	461
2023 Q1	$0	Buy	+28	New	+$649	﹤0.01%	562

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

Avion Wealth's CFLT Position: Q1 2026 in Review

Avion Wealth sold out of Confluent (CFLT) in Q1 2026, closing a stake of 25 shares.

Avion Wealth first reported a position in CFLT in Q1 2023 and held it in 7 quarters. The position peaked at $2K in Q3 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Avion Wealth reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 25 Confluent shares in Q1 2026.
Avion Wealth first reported a position in Confluent in Q1 2023 and held it in 7 quarters.
Avion Wealth's Confluent position peaked at $2K in Q3 2023.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.