Empower Advisory Group
CFLT

Empower Advisory Group’s Confluent CFLT Stock Holding History

Empower Advisory Group’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
-15,769
Closed -$477K – 516
2025
Q4 		$477K Hold
15,769
– – ﹤0.01% 348
2025
Q3 		$312K Buy
15,769
+550
+4% +$11.5K ﹤0.01% 423
2025
Q2 		$379K Hold
15,219
– – ﹤0.01% 362
2025
Q1 		$357K Sell
15,219
-200
-1% -$5.79K ﹤0.01% 374
2024
Q4 		$431K Hold
15,419
– – ﹤0.01% 344
2024
Q3 		$314K Sell
15,419
-2
-0% -$45 ﹤0.01% 391
2024
Q2 		$455K Sell
15,421
-3,651
-19% -$105K ﹤0.01% 316
2024
Q1 		$582K Buy
19,072
+119
+0.6% +$3.36K ﹤0.01% 284
2023
Q4 		$444K Buy
18,953
+9
+0% +$217 ﹤0.01% 315
2023
Q3 		$561K Sell
18,944
-5
-0% -$168 ﹤0.01% 285
2023
Q2 		$669K Buy
18,949
+110
+0.6% +$3.08K ﹤0.01% 268
2023
Q1 		$437K Buy
+18,839
New +$437K ﹤0.01% 326

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

Empower Advisory Group's CFLT Position: Q1 2026 in Review

Empower Advisory Group sold out of Confluent (CFLT) in Q1 2026, closing a stake of 15,769 shares — an estimated $477K sold.

Empower Advisory Group first reported a position in CFLT in Q1 2023 and held it in 12 quarters. The position peaked at $669K in Q2 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Empower Advisory Group reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Empower Advisory Group sold 15,769 Confluent shares in Q1 2026, an estimated $477K.
  • Empower Advisory Group first reported a position in Confluent in Q1 2023 and held it in 12 quarters.
  • Empower Advisory Group's Confluent position peaked at $669K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.