PWMG
HTLF

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

Private Wealth Management 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
-45
Closed -$2.76K – 1616
2024
Q4 		$2.76K Hold
45
– – ﹤0.01% 973
2024
Q3 		$2.55K Hold
45
– – ﹤0.01% 977
2024
Q2 		$2K Hold
45
– – ﹤0.01% 1044
2024
Q1 		$1.58K Hold
45
– – ﹤0.01% 1082
2023
Q4 		$1.69K Buy
+45
New +$1.42K ﹤0.01% 1052

Other funds holding HTLF

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

Private Wealth Management Group's HTLF Position: Q1 2025 in Review

Private Wealth Management Group sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 45 shares — an estimated $2.76K sold.

Private Wealth Management Group first reported a position in HTLF in Q4 2023 and held it in 5 quarters. The position peaked at $2.76K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Private Wealth Management Group reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 45 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $2.76K.
  • Private Wealth Management Group first reported a position in Heartland Financial USA, Inc. in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Heartland Financial USA, Inc. position peaked at $2.76K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

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