Physician Wealth Advisors’s Confluent CFLT Stock Holding History

Physician 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	-2	Closed	-$61	–	2088
2025 Q4	$61	Hold	2	–	–	﹤0.01%	2015
2025 Q3	$40	Hold	2	–	–	﹤0.01%	1889
2025 Q2	$50	Sell	2 -38	-95%	-$856	﹤0.01%	1791
2025 Q1	$938	Buy	+40	New	+$1.16K	﹤0.01%	1122

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

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

Physician Wealth Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 2 shares — an estimated $61 sold.

Physician Wealth Advisors first reported a position in CFLT in Q1 2025 and held it in 4 quarters. The position peaked at $938 in Q1 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Physician Wealth Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 2 Confluent shares in Q1 2026, an estimated $61.
Physician Wealth Advisors first reported a position in Confluent in Q1 2025 and held it in 4 quarters.
Physician Wealth Advisors's Confluent position peaked at $938 in Q1 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.