AIP
HTLF

Ameritas Investment Partners’s Heartland Financial USA, Inc. HTLF Stock Holding History

Ameritas Investment Partners’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
-4,436
Closed -$272K – 3174
2024
Q4 		$272K Buy
4,436
+233
+6% +$14.6K 0.01% 1149
2024
Q3 		$238K Hold
4,203
– – 0.01% 1203
2024
Q2 		$187K Hold
4,203
– – 0.01% 1316
2024
Q1 		$148K Hold
4,203
– – 0.01% 1495
2023
Q4 		$158K Hold
4,203
– – 0.01% 1434
2023
Q3 		$124K Buy
4,203
+710
+20% +$22.1K ﹤0.01% 1505
2023
Q2 		$97.3K Buy
3,493
+332
+11% +$10.3K ﹤0.01% 1616
2023
Q1 		$121K Hold
3,161
– – ﹤0.01% 1417
2022
Q4 		$146K Hold
3,161
– – 0.01% 1338
2022
Q3 		$137K Hold
3,161
– – 0.01% 1285
2022
Q2 		$131K Hold
3,161
– – 0.01% 1322
2022
Q1 		$151K Hold
3,161
– – 0.01% 1366
2021
Q4 		$160K Hold
3,161
– – 0.01% 1382
2021
Q3 		$152K Hold
3,161
– – 0.01% 1416
2021
Q2 		$149K Buy
3,161
+335
+12% +$16.7K 0.01% 1466
2021
Q1 		$142K Sell
2,826
-211
-7% -$9.92K 0.01% 1439
2020
Q4 		$123K Hold
3,037
– – 0.01% 1448
2020
Q3 		$91K Hold
3,037
– – ﹤0.01% 1486
2020
Q2 		$102K Hold
3,037
– – ﹤0.01% 1400
2020
Q1 		$92K Hold
3,037
– – 0.01% 1325
2019
Q4 		$151K Buy
3,037
+241
+9% +$11.3K 0.01% 1267
2019
Q3 		$125K Hold
2,796
– – 0.01% 1338
2019
Q2 		$125K Buy
2,796
+375
+15% +$16.6K 0.01% 1358
2019
Q1 		$103K Hold
2,421
– – ﹤0.01% 1460
2018
Q4 		$106K Hold
2,421
– – 0.01% 1338
2018
Q3 		$141K Hold
2,421
– – 0.01% 1320
2018
Q2 		$133K Buy
2,421
+265
+12% +$14.5K 0.01% 1341
2018
Q1 		$114K Hold
2,156
– – 0.01% 1417
2017
Q4 		$116K Hold
2,156
– – 0.01% 1425
2017
Q3 		$98K Hold
2,156
– – ﹤0.01% 1478
2017
Q2 		$102K Buy
2,156
+195
+10% +$9.25K ﹤0.01% 1456
2017
Q1 		$98K Buy
+1,961
New +$94.6K ﹤0.01% 1446

Other funds holding HTLF

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

Ameritas Investment Partners's HTLF Position: Q1 2025 in Review

Ameritas Investment Partners sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 4,436 shares — an estimated $272K sold.

Ameritas Investment Partners first reported a position in HTLF in Q1 2017 and held it in 32 quarters. The position peaked at $272K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Ameritas Investment Partners reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Ameritas Investment Partners sold 4,436 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $272K.
  • Ameritas Investment Partners first reported a position in Heartland Financial USA, Inc. in Q1 2017 and held it in 32 quarters.
  • Ameritas Investment Partners's Heartland Financial USA, Inc. position peaked at $272K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Ameritas Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.