CIBC World Markets’s Heartland Financial USA, Inc. HTLF Stock Holding History

CIBC World Markets’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	-3,968	Closed	-$243K	–	1887
2024 Q4	$243K	Buy	+3,968	New	+$248K	﹤0.01%	1035

Other funds holding HTLF

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

CIBC World Markets's HTLF Position: Q1 2025 in Review

CIBC World Markets sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 3,968 shares — an estimated $243K sold.

CIBC World Markets first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $243K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

CIBC World Markets reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
CIBC World Markets sold 3,968 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $243K.
CIBC World Markets first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
CIBC World Markets's Heartland Financial USA, Inc. position peaked at $243K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on CIBC World Markets's 13F filing for Q1 2025, filed 13 May 2025.