EF
HTLF

Empowered Funds’s Heartland Financial USA, Inc. HTLF Stock Holding History

Empowered Funds’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
-112,479
Closed -$6.9M – 1838
2024
Q4 		$6.9M Buy
112,479
+5,403
+5% +$338K 0.1% 278
2024
Q3 		$6.07M Buy
107,076
+5,360
+5% +$280K 0.1% 300
2024
Q2 		$4.52M Sell
101,716
-25,546
-20% -$1.04M 0.08% 348
2024
Q1 		$4.47M Buy
127,262
+9,615
+8% +$336K 0.08% 343
2023
Q4 		$4.42M Buy
117,647
+38,790
+49% +$1.23M 0.11% 269
2023
Q3 		$2.32M Buy
+78,857
New +$2.45M 0.07% 407

Other funds holding HTLF

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

Empowered Funds's HTLF Position: Q1 2025 in Review

Empowered Funds sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 112,479 shares — an estimated $6.9M sold.

Empowered Funds first reported a position in HTLF in Q3 2023 and held it in 6 quarters. The position peaked at $6.9M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Empowered Funds reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Empowered Funds sold 112,479 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $6.9M.
  • Empowered Funds first reported a position in Heartland Financial USA, Inc. in Q3 2023 and held it in 6 quarters.
  • Empowered Funds's Heartland Financial USA, Inc. position peaked at $6.9M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Empowered Funds's 13F filing for Q1 2025, filed 16 May 2025.