CIA
CFLT

Caerus Investment Advisors’s Confluent CFLT Stock Holding History

Caerus Investment 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
-21,667
Closed -$655K – 297
2025
Q4 		$655K Buy
21,667
+8,020
+59% +$197K 0.21% 106
2025
Q3 		$270K Buy
+13,647
New +$285K 0.11% 207

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

Caerus Investment Advisors's CFLT Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 21,667 shares — an estimated $655K sold.

Caerus Investment Advisors first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $655K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 21,667 Confluent shares in Q1 2026, an estimated $655K.
  • Caerus Investment Advisors first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Confluent position peaked at $655K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.