High Note Wealth’s Heartland Financial USA, Inc. HTLF Stock Holding History

High Note Wealth’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	-4,204	Closed	-$258K	–	984
2024 Q4	$258K	Hold	4,204	–	–	0.07%	89
2024 Q3	$238K	Buy	+4,204	New	+$220K	0.07%	91
2022 Q4	–	Sell	-4,204	Closed	-$202K	–	100
2022 Q3	$202K	Buy	+4,204	New	+$186K	0.08%	94
2022 Q2	–	Sell	-4,204	Closed	-$201K	–	104
2022 Q1	$201K	Hold	4,204	–	–	0.07%	89
2021 Q4	$212K	Buy	+4,204	New	+$212K	0.07%	83

Other funds holding HTLF

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

High Note Wealth's HTLF Position: Q1 2025 in Review

High Note Wealth sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 4,204 shares — an estimated $258K sold.

High Note Wealth first reported a position in HTLF in Q4 2021 and held it in 5 quarters. The position peaked at $258K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

High Note Wealth reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
High Note Wealth sold 4,204 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $258K.
High Note Wealth first reported a position in Heartland Financial USA, Inc. in Q4 2021 and held it in 5 quarters.
High Note Wealth's Heartland Financial USA, Inc. position peaked at $258K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on High Note Wealth's 13F filing for Q1 2025, filed 1 May 2025.