IWC
CFLT

Integrated Wealth Concepts’s Confluent CFLT Stock Holding History

Integrated Wealth Concepts’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
-17,490
Closed -$529K – 2286
2025
Q4 		$529K Buy
17,490
+5,576
+47% +$137K 0.01% 1064
2025
Q3 		$236K Buy
+11,914
New +$249K ﹤0.01% 1758

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

Integrated Wealth Concepts's CFLT Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of Confluent (CFLT) in Q1 2026, closing a stake of 17,490 shares — an estimated $529K sold.

Integrated Wealth Concepts first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $529K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Integrated Wealth Concepts reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 17,490 Confluent shares in Q1 2026, an estimated $529K.
  • Integrated Wealth Concepts first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Confluent position peaked at $529K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.