CA
HTLF

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

Continuum Advisory’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
-4,383
Closed -$269K – 1975
2024
Q4 		$269K Buy
+4,383
New +$274K 0.03% 336

Other funds holding HTLF

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

Continuum Advisory's HTLF Position: Q1 2025 in Review

Continuum Advisory sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 4,383 shares — an estimated $269K sold.

Continuum Advisory first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $269K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Continuum Advisory reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 4,383 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $269K.
  • Continuum Advisory first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
  • Continuum Advisory's Heartland Financial USA, Inc. position peaked at $269K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.