Copia Wealth Management’s Confluent CFLT Stock Holding History

Copia Wealth Management’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	-9	Closed	-$272	–	534
2025 Q4	$272	Sell	9 -21	-70%	-$516	﹤0.01%	506
2025 Q3	$594	Hold	30	–	–	﹤0.01%	448
2025 Q2	$748	Hold	30	–	–	﹤0.01%	430
2025 Q1	$703	Hold	30	–	–	﹤0.01%	414
2024 Q4	$839	Buy	+30	New	+$804	﹤0.01%	382

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

Copia Wealth Management's CFLT Position: Q1 2026 in Review

Copia Wealth Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 9 shares — an estimated $272 sold.

Copia Wealth Management first reported a position in CFLT in Q4 2024 and held it in 5 quarters. The position peaked at $839 in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Copia Wealth Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Copia Wealth Management sold 9 Confluent shares in Q1 2026, an estimated $272.
Copia Wealth Management first reported a position in Confluent in Q4 2024 and held it in 5 quarters.
Copia Wealth Management's Confluent position peaked at $839 in Q4 2024.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.