Fortress Wealth Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Fortress Wealth Management’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	-23,238	Closed	-$1.42M	–	80
2024 Q4	$1.42M	Hold	23,238	–	–	0.69%	29
2024 Q3	$1.32M	Sell	23,238 -8	-0%	-$419	0.66%	32
2024 Q2	$1.03M	Hold	23,246	–	–	0.53%	37
2024 Q1	$817K	Hold	23,246	–	–	0.42%	42
2023 Q4	$874K	Buy	23,246 +8	+0%	+$253	0.48%	39
2023 Q3	$684K	Hold	23,238	–	–	0.44%	36
2023 Q2	$648K	Hold	23,238	–	–	0.42%	36
2023 Q1	$891K	Hold	23,238	–	–	0.62%	34
2022 Q4	$1.08M	Hold	23,238	–	–	0.9%	33
2022 Q3	$1.01M	Hold	23,238	–	–	1.02%	29
2022 Q2	$965K	Hold	23,238	–	–	0.91%	33
2022 Q1	$1.11M	Hold	23,238	–	–	0.85%	28
2021 Q4	$1.18M	Buy	+23,238	New	+$1.17M	0.88%	25

Other funds holding HTLF

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

Fortress Wealth Management's HTLF Position: Q1 2025 in Review

Fortress Wealth Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 23,238 shares — an estimated $1.42M sold.

Fortress Wealth Management first reported a position in HTLF in Q4 2021 and held it in 13 quarters. The position peaked at $1.42M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Fortress Wealth Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Fortress Wealth Management sold 23,238 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $1.42M.
Fortress Wealth Management first reported a position in Heartland Financial USA, Inc. in Q4 2021 and held it in 13 quarters.
Fortress Wealth Management's Heartland Financial USA, Inc. position peaked at $1.42M in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Fortress Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.