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

IndexIQ 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
2022 Q1	$396K	Sell	8,288 -114	-1%	-$5.77K	0.01%	773
2021 Q4	$425K	Sell	8,402 -543	-6%	-$27.3K	0.01%	722
2021 Q3	$430K	Buy	8,945 +896	+11%	+$41.6K	0.01%	735
2021 Q2	$378K	Buy	8,049 +136	+2%	+$6.77K	0.01%	817
2021 Q1	$398K	Buy	7,913 +978	+14%	+$46K	0.01%	776
2020 Q4	$280K	Buy	6,935 +716	+12%	+$26.9K	0.01%	728
2020 Q3	$187K	Buy	6,219 +337	+6%	+$10.8K	0.01%	700
2020 Q2	$197K	Sell	5,882 -331	-5%	-$10.4K	0.01%	597
2020 Q1	$188K	Buy	+6,213	New	+$272K	0.01%	490
2019 Q1	–	Sell	-39,629	Closed	-$1.74M	–	691
2018 Q4	$1.74M	Sell	39,629 -3,222	-8%	-$169K	0.05%	276
2018 Q3	$2.49M	Buy	42,851 +1,618	+4%	+$96.1K	0.08%	231
2018 Q2	$2.26M	Buy	41,233 +3,420	+9%	+$187K	0.07%	295
2018 Q1	$2.01M	Buy	37,813 +9,615	+34%	+$517K	0.06%	316
2017 Q4	$1.51M	Buy	28,198 +10,845	+62%	+$548K	0.06%	254
2017 Q3	$857K	Buy	17,353 +7,875	+83%	+$360K	0.04%	324
2017 Q2	$446K	Buy	+9,478	New	+$450K	0.02%	372

Other funds holding HTLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

IndexIQ Advisors's HTLF Position: Q1 2022 in Review

IndexIQ Advisors reduced its Heartland Financial USA, Inc. (HTLF) stake by 1.4% in Q1 2022, selling an estimated $5.77K and leaving 8,288 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #773.

IndexIQ Advisors first reported a position in HTLF in Q2 2017 and has held it in 16 quarters since. The position peaked at $2.49M in Q3 2018. 190 funds tracked by Wall St. Rank hold HTLF as of Q1 2022.

IndexIQ Advisors held 8,288 shares of Heartland Financial USA, Inc. worth $396K as of Q1 2022.
IndexIQ Advisors sold 114 Heartland Financial USA, Inc. shares in Q1 2022, an estimated $5.77K.
Heartland Financial USA, Inc. made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #773 holding.
IndexIQ Advisors first reported a position in Heartland Financial USA, Inc. in Q2 2017 and has held it in 16 quarters since.
IndexIQ Advisors's Heartland Financial USA, Inc. position peaked at $2.49M in Q3 2018.
190 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.