Creative Planning
CFLT

Creative Planning’s Confluent CFLT Stock Holding History

Creative Planning’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
2025
Q1 		– Sell
-29,200
Closed -$517 – 3511
2024
Q4 		$517 Buy
+29,200
New +$783K ﹤0.01% 3563
2024
Q3 		– Sell
-19,800
Closed -$34K – 3211
2024
Q2 		$34K Hold
19,800
– – ﹤0.01% 2950
2024
Q1 		$63.9K Hold
19,800
– – ﹤0.01% 2761
2023
Q4 		$120K Hold
19,800
– – ﹤0.01% 2548
2023
Q3 		$54.4K Hold
19,800
– – ﹤0.01% 2472
2023
Q2 		$55.1K Buy
+19,800
New +$554K ﹤0.01% 2430

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 Planning's CFLT Position: Q1 2026 in Review

Creative Planning sold out of Confluent (CFLT) in Q1 2026, closing a stake of 153,503 shares — an estimated $4.64M sold.

Creative Planning first reported a position in CFLT in Q4 2022 and held it in 13 quarters. The position peaked at $4.64M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Creative Planning reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 153,503 Confluent shares in Q1 2026, an estimated $4.64M.
  • Creative Planning first reported a position in Confluent in Q4 2022 and held it in 13 quarters.
  • Creative Planning's Confluent position peaked at $4.64M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.