Ameritas Advisory Services’s Heartland Financial USA, Inc. HTLF Stock Holding History

Ameritas Advisory Services’s Portfolio HTLF Stock Details HTLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,012	Closed	-$246K	–	915
2024 Q4	$246K	Hold	4,012	–	–	0.01%	777
2024 Q3	$227K	Buy	+4,012	New	+$210K	0.01%	770
2023 Q2	–	Sell	-4,012	Closed	-$144K	–	2632
2023 Q1	$144K	Buy	+4,012	New	+$184K	0.01%	879
2022 Q1	–	Sell	-4,012	Closed	-$203K	–	871
2021 Q4	$203K	Buy	+4,012	New	+$202K	0.01%	779

Other funds holding HTLF

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Ameritas Advisory Services's HTLF Position: Q1 2025 in Review

Ameritas Advisory Services sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 4,012 shares — an estimated $246K sold.

Ameritas Advisory Services first reported a position in HTLF in Q4 2021 and held it in 4 quarters. The position peaked at $246K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Ameritas Advisory Services reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Ameritas Advisory Services sold 4,012 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $246K.
Ameritas Advisory Services first reported a position in Heartland Financial USA, Inc. in Q4 2021 and held it in 4 quarters.
Ameritas Advisory Services's Heartland Financial USA, Inc. position peaked at $246K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Ameritas Advisory Services's 13F filing for Q1 2025, filed 25 Apr 2025.