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

Spire Wealth 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	-40	Closed	-$2.45K	–	2608
2024 Q4	$2.45K	Hold	40	–	–	﹤0.01%	2214
2024 Q3	$2.27K	Hold	40	–	–	﹤0.01%	1980
2024 Q2	$1.78K	Buy	40 +16	+67%	+$649	﹤0.01%	2030
2024 Q1	$844	Buy	+24	New	+$838	﹤0.01%	2232

Other funds holding HTLF

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Spire Wealth Management's HTLF Position: Q1 2025 in Review

Spire Wealth Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 40 shares — an estimated $2.45K sold.

Spire Wealth Management first reported a position in HTLF in Q1 2024 and held it in 4 quarters. The position peaked at $2.45K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Spire Wealth Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Spire Wealth Management sold 40 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $2.45K.
Spire Wealth Management first reported a position in Heartland Financial USA, Inc. in Q1 2024 and held it in 4 quarters.
Spire Wealth Management's Heartland Financial USA, Inc. position peaked at $2.45K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.