IFP Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

IFP Advisors’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	-1	Closed	-$61	–	4690
2024 Q4	$61	Buy	+1	New	+$63	﹤0.01%	4197
2022 Q4	–	Sell	-29	Closed	-$2K	–	4878
2022 Q3	$2K	Hold	29	–	–	﹤0.01%	4438
2022 Q2	$2K	Hold	29	–	–	﹤0.01%	4223
2022 Q1	$2K	Buy	+29	New	+$1.47K	﹤0.01%	4221
2016 Q4	–	Sell	-400	Closed	-$14K	–	4159
2016 Q3	$14K	Hold	400	–	–	﹤0.01%	2639
2016 Q2	$14K	Buy	+400	New	+$13.4K	﹤0.01%	2597
2016 Q1	–	Sell	-400	Closed	-$13K	–	3525
2015 Q4	$13K	Buy	+400	New	+$14.4K	﹤0.01%	2449

Other funds holding HTLF

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

IFP Advisors's HTLF Position: Q1 2025 in Review

IFP Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 1 share — an estimated $61 sold.

IFP Advisors first reported a position in HTLF in Q4 2015 and held it in 7 quarters. The position peaked at $14K in Q3 2016. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

IFP Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 1 Heartland Financial USA, Inc. share in Q1 2025, an estimated $61.
IFP Advisors first reported a position in Heartland Financial USA, Inc. in Q4 2015 and held it in 7 quarters.
IFP Advisors's Heartland Financial USA, Inc. position peaked at $14K in Q3 2016.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.