CFD
CFLT

Creative Financial Designs’s Confluent CFLT Stock Holding History

Creative Financial Designs’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
-32
Closed -$968 – 2173
2025
Q4 		$968 Hold
32
– – ﹤0.01% 1795
2025
Q3 		$634 Hold
32
– – ﹤0.01% 1892
2025
Q2 		$798 Sell
32
-5
-14% -$113 ﹤0.01% 1828
2025
Q1 		$867 Buy
+37
New +$1.07K ﹤0.01% 1813

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

Creative Financial Designs's CFLT Position: Q1 2026 in Review

Creative Financial Designs sold out of Confluent (CFLT) in Q1 2026, closing a stake of 32 shares — an estimated $968 sold.

Creative Financial Designs first reported a position in CFLT in Q1 2025 and held it in 4 quarters. The position peaked at $968 in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Creative Financial Designs reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Creative Financial Designs sold 32 Confluent shares in Q1 2026, an estimated $968.
  • Creative Financial Designs first reported a position in Confluent in Q1 2025 and held it in 4 quarters.
  • Creative Financial Designs's Confluent position peaked at $968 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.