Wealth Enhancement Advisory Services
CFLT

Wealth Enhancement Advisory Services’s Confluent CFLT Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		– Sell
-33,240
Closed -$1.03M – 4153
2026
Q1 		$1.03M Sell
33,240
-121,944
-79% -$3.73M ﹤0.01% 1777
2025
Q4 		$4.69M Buy
155,184
+66,204
+74% +$1.63M 0.01% 1050
2025
Q3 		$1.84M Buy
88,980
+68,703
+339% +$1.44M ﹤0.01% 1490
2025
Q2 		$533K Sell
20,277
-5,596
-22% -$126K ﹤0.01% 2180
2025
Q1 		$606K Sell
25,873
-4,890
-16% -$142K ﹤0.01% 1909
2024
Q4 		$860K Buy
30,763
+8,204
+36% +$220K ﹤0.01% 1627
2024
Q3 		$460K Sell
22,559
-3,922
-15% -$87.8K ﹤0.01% 1877
2024
Q2 		$782K Buy
26,481
+129
+0.5% +$3.71K ﹤0.01% 1390
2024
Q1 		$804K Buy
26,352
+1,062
+4% +$30K ﹤0.01% 1335
2023
Q4 		$592K Buy
+25,290
New +$611K ﹤0.01% 1413

Wealth Enhancement Advisory Services's CFLT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Confluent (CFLT) in Q2 2026, closing a stake of 33,240 shares — an estimated $1.03M sold.

Wealth Enhancement Advisory Services first reported a position in CFLT in Q4 2023 and held it in 10 quarters. The position peaked at $4.69M in Q4 2025. 0 funds tracked by Wall St. Rank hold CFLT as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Confluent position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 33,240 Confluent shares in Q2 2026, an estimated $1.03M.
  • Wealth Enhancement Advisory Services first reported a position in Confluent in Q4 2023 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's Confluent position peaked at $4.69M in Q4 2025.
  • 0 funds tracked by Wall St. Rank held Confluent as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.