Net Worth Advisory Group’s Heartland Financial USA, Inc. HTLF Stock Holding History

Net Worth Advisory Group’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	-3,267	Closed	-$200K	–	426
2024 Q4	$200K	Buy	+3,267	New	+$204K	0.06%	363

Other funds holding HTLF

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

Net Worth Advisory Group's HTLF Position: Q1 2025 in Review

Net Worth Advisory Group sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 3,267 shares — an estimated $200K sold.

Net Worth Advisory Group first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Net Worth Advisory Group reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Net Worth Advisory Group sold 3,267 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $200K.
Net Worth Advisory Group first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
Net Worth Advisory Group's Heartland Financial USA, Inc. position peaked at $200K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Net Worth Advisory Group's 13F filing for Q1 2025, filed 15 Apr 2025.