HHM Wealth Advisors’s Confluent CFLT Stock Holding History

HHM Wealth Advisors’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	Closed	-$454	–	883
2025 Q4	$454	Hold	15	–	–	﹤0.01%	818
2025 Q3	$297	Hold	15	–	–	﹤0.01%	828
2025 Q2	$374	Hold	15	–	–	﹤0.01%	833
2025 Q1	$352	Hold	15	–	–	﹤0.01%	887
2024 Q4	$420	Hold	15	–	–	﹤0.01%	934
2024 Q3	$306	Hold	15	–	–	﹤0.01%	748
2024 Q2	$443	Buy	+15	New	+$431	﹤0.01%	754
2023 Q2	–	Sell	-100	Closed	-$2.41K	–	813
2023 Q1	$2.41K	Hold	100	–	–	﹤0.01%	714
2022 Q4	$2.22K	Hold	100	–	–	﹤0.01%	597
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	593
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	734
2022 Q1	$4K	Buy	+100	New	+$5.21K	﹤0.01%	624

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

HHM Wealth Advisors's CFLT Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 15 shares — an estimated $454 sold.

HHM Wealth Advisors first reported a position in CFLT in Q1 2022 and held it in 12 quarters. The position peaked at $4K in Q1 2022. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

HHM Wealth Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
HHM Wealth Advisors sold 15 Confluent shares in Q1 2026, an estimated $454.
HHM Wealth Advisors first reported a position in Confluent in Q1 2022 and held it in 12 quarters.
HHM Wealth Advisors's Confluent position peaked at $4K in Q1 2022.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.