Wealth Enhancement Advisory Services
HTLF

Wealth Enhancement Advisory Services’s Heartland Financial USA, Inc. HTLF Stock Holding History

Wealth Enhancement Advisory Services’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
-32,576
Closed -$2M – 3208
2024
Q4 		$2M Buy
32,576
+1,598
+5% +$100K ﹤0.01% 1195
2024
Q3 		$1.76M Buy
30,978
+245
+0.8% +$12.8K ﹤0.01% 1123
2024
Q2 		$1.37M Sell
30,733
-4,784
-13% -$194K ﹤0.01% 1147
2024
Q1 		$1.25M Sell
35,517
-1,640
-4% -$57.3K ﹤0.01% 1135
2023
Q4 		$1.4M Sell
37,157
-2,614
-7% -$82.6K ﹤0.01% 1025
2023
Q3 		$1.17M Buy
+39,771
New +$1.24M ﹤0.01% 1035

Other funds holding HTLF

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

Wealth Enhancement Advisory Services's HTLF Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 32,576 shares — an estimated $2M sold.

Wealth Enhancement Advisory Services first reported a position in HTLF in Q3 2023 and held it in 6 quarters. The position peaked at $2M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 32,576 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $2M.
  • Wealth Enhancement Advisory Services first reported a position in Heartland Financial USA, Inc. in Q3 2023 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's Heartland Financial USA, Inc. position peaked at $2M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.