True Wealth Design’s Confluent CFLT Stock Holding History

True Wealth Design’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	-3,209	Closed	-$97K	–	2722
2025 Q4	$97K	Buy	3,209 +1,403	+78%	+$34.4K	0.03%	193
2025 Q3	$35.8K	Buy	+1,806	New	+$37.8K	0.01%	414
2025 Q2	–	Sell	-60	Closed	-$1.41K	–	2623
2025 Q1	$1.41K	Sell	60 -213	-78%	-$6.17K	﹤0.01%	1138
2024 Q4	$7.63K	Buy	+273	New	+$7.32K	﹤0.01%	468
2024 Q1	–	Sell	-1	Closed	-$24	–	795
2023 Q4	$24	Hold	1	–	–	﹤0.01%	774
2023 Q3	$30	Buy	+1	New	+$34	﹤0.01%	765

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

True Wealth Design's CFLT Position: Q1 2026 in Review

True Wealth Design sold out of Confluent (CFLT) in Q1 2026, closing a stake of 3,209 shares — an estimated $97K sold.

True Wealth Design first reported a position in CFLT in Q3 2023 and held it in 6 quarters. The position peaked at $97K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

True Wealth Design reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 3,209 Confluent shares in Q1 2026, an estimated $97K.
True Wealth Design first reported a position in Confluent in Q3 2023 and held it in 6 quarters.
True Wealth Design's Confluent position peaked at $97K in Q4 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.