Capital Advisors Ltd’s Heartland Financial USA, Inc. HTLF Stock Holding History

Capital Advisors Ltd’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	Closed	–	–	1633
2024 Q4	$0	Hold	4	–	–	﹤0.01%	1624
2024 Q3	$0	Hold	4	–	–	﹤0.01%	1651
2024 Q2	$0	Hold	4	–	–	﹤0.01%	1691
2024 Q1	$0	Hold	4	–	–	﹤0.01%	1591
2023 Q4	$0	Hold	4	–	–	﹤0.01%	1525
2023 Q3	$0	Hold	4	–	–	﹤0.01%	1514
2023 Q2	$0	Buy	+4	New	+$124	﹤0.01%	1581

Other funds holding HTLF

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Capital Advisors Ltd's HTLF Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 4 shares.

Capital Advisors Ltd first reported a position in HTLF in Q2 2023 and held it in 7 quarters. The position peaked at $0 in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Capital Advisors Ltd reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Capital Advisors Ltd sold 4 Heartland Financial USA, Inc. shares in Q1 2025.
Capital Advisors Ltd first reported a position in Heartland Financial USA, Inc. in Q2 2023 and held it in 7 quarters.
Capital Advisors Ltd's Heartland Financial USA, Inc. position peaked at $0 in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.