Cetera Investment Advisers
CFLT

Cetera Investment Advisers’s Confluent CFLT Stock Holding History

Cetera Investment Advisers’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
-80,766
Closed -$2.44M – 4829
2025
Q4 		$2.44M Sell
80,766
-73,314
-48% -$1.8M ﹤0.01% 2032
2025
Q3 		$3.05M Buy
154,080
+89,878
+140% +$1.88M ﹤0.01% 1811
2025
Q2 		$1.6M Buy
64,202
+6,580
+11% +$148K ﹤0.01% 2017
2025
Q1 		$1.35M Sell
57,622
-7,535
-12% -$218K ﹤0.01% 2029
2024
Q4 		$1.82M Buy
65,157
+15,711
+32% +$421K ﹤0.01% 1726
2024
Q3 		$1.01M Buy
49,446
+13,248
+37% +$297K ﹤0.01% 2113
2024
Q2 		$1.07M Buy
36,198
+297
+0.8% +$8.54K ﹤0.01% 2026
2024
Q1 		$1.1M Buy
35,901
+11,799
+49% +$333K ﹤0.01% 2001
2023
Q4 		$564K Buy
24,102
+4,043
+20% +$97.7K ﹤0.01% 1429
2023
Q3 		$594K Buy
20,059
+679
+4% +$22.8K 0.01% 1337
2023
Q2 		$684K Buy
19,380
+2,537
+15% +$71K 0.01% 1271
2023
Q1 		$405K Buy
16,843
+2,589
+18% +$60K ﹤0.01% 1541
2022
Q4 		$317K Buy
+14,254
New +$330K ﹤0.01% 1633

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

Cetera Investment Advisers's CFLT Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Confluent (CFLT) in Q1 2026, closing a stake of 80,766 shares — an estimated $2.44M sold.

Cetera Investment Advisers first reported a position in CFLT in Q4 2022 and held it in 13 quarters. The position peaked at $3.05M in Q3 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 80,766 Confluent shares in Q1 2026, an estimated $2.44M.
  • Cetera Investment Advisers first reported a position in Confluent in Q4 2022 and held it in 13 quarters.
  • Cetera Investment Advisers's Confluent position peaked at $3.05M in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.