Smartleaf Asset Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Smartleaf Asset Management’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	-928	Closed	-$56.9K	–	3041
2024 Q4	$56.9K	Buy	928 +406	+78%	+$25.4K	0.01%	1117
2024 Q3	$29.2K	Buy	522 +267	+105%	+$14K	﹤0.01%	1131
2024 Q2	$11.2K	Buy	+255	New	+$10.3K	﹤0.01%	1351

Other funds holding HTLF

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

Smartleaf Asset Management's HTLF Position: Q1 2025 in Review

Smartleaf Asset Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 928 shares — an estimated $56.9K sold.

Smartleaf Asset Management first reported a position in HTLF in Q2 2024 and held it in 3 quarters. The position peaked at $56.9K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Smartleaf Asset Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Smartleaf Asset Management sold 928 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $56.9K.
Smartleaf Asset Management first reported a position in Heartland Financial USA, Inc. in Q2 2024 and held it in 3 quarters.
Smartleaf Asset Management's Heartland Financial USA, Inc. position peaked at $56.9K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Smartleaf Asset Management's 13F filing for Q1 2025, filed 14 May 2025.