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Aspen Investment Management Inc Historic Quarter Change: USA ETF, Added

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Aspen Investment Management Inc historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Aspen Investment Management Inc opened 105 positions, added to 430, reduced 309 and sold out of 64.

  • Q2 2026: Stock IWM; Country of operation —; Class RUSSELL 2000 ETF; Shares before 38,605.
  • Q2 2026: Stock RSP; Country of operation —; Class S&P500 EQL WGT; Shares before 65,707.
  • Q2 2026: Stock SCHD; Country of operation —; Class US DIVIDEND EQ; Shares before 93,094.
  • Q2 2026: Stock VNQ; Country of operation —; Class REAL ESTATE ETF; Shares before 21,345.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1541596), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-20); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-08); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-29); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-23); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-20); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-01); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-27); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF38,60541,217+2,612$9,574$12,384+$2,8102026-07-17
Q2 2026RSP
INVESCO EXCHANGE TRADED FD T		S&P500 EQL WGT65,70766,777+1,070$12,610$14,208+$1,5982026-07-17
Q2 2026SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ93,094138,852+45,758$2,856$4,403+$1,5472026-07-17
Q2 2026VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF21,34531,632+10,287$1,893$3,050+$1,1572026-07-17
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF5,6606,403+743$3,697$4,795+$1,0982026-07-17
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT14,42415,349+925$4,627$5,680+$1,0532026-07-17
Q2 2026IEFA
ISHARES TR		CORE MSCI EAFE103,955107,296+3,341$9,411$10,363+$9522026-07-17
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF29,22029,260+40$6,284$6,923+$6392026-07-17
Q2 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF85,74090,217+4,477$2,198$2,655+$4572026-07-17
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF9099,085+8,176$634$1,086+$4522026-07-17
Q2 2026IGPT
INVESCO EXCHANGE TRADED FD T		AI AND NEXT GEN7,7618,606+845$451$896+$4452026-07-17
Q2 2026CIBR
FIRST TR EXCHANGE-TRADED FD		NASDAQ CYB ETF9,56510,849+1,284$600$975+$3752026-07-17
Q2 2026IEMG
ISHARES INC		CORE MSCI EMKT14,61616,606+1,990$1,019$1,376+$3572026-07-17
Q2 2026IGSB
ISHARES TR		ISHS 1-5YR INVS152,004158,883+6,879$7,989$8,327+$3382026-07-17
Q2 2026DES
WISDOMTREE TR		US SMALLCAP DIVD57,77658,678+902$2,076$2,387+$3112026-07-17
Q2 2026SPYI
NEOS ETF TRUST		NEOS S&P 500 HI56,85058,305+1,455$2,807$3,095+$2882026-07-17
Q2 2026IGIB
ISHARES TR		ISHS 5-10YR INVT157,470162,040+4,570$8,381$8,616+$2352026-07-17
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF10,81412,351+1,537$730$952+$2222026-07-17
Q2 2026JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM30,43234,342+3,910$1,725$1,940+$2152026-07-17
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS2,1322,157+25$1,274$1,481+$2072026-07-17
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF25,36926,421+1,052$1,371$1,577+$2062026-07-17
Q2 2026VV
VANGUARD INDEX FDS		LARGE CAP ETF3,4883,493+5$1,042$1,201+$1592026-07-17
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF5,32920,889+15,560$1,530$1,683+$1532026-07-17
Q2 2026JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM5,3157,115+1,800$295$437+$1422026-07-17
Q2 2026IWR
ISHARES TR		RUS MID CAP ETF2,7003,675+975$263$405+$1422026-07-17
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF1,2304,923+3,693$525$611+$862026-07-17
Q2 2026SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF17,86817,885+17$520$605+$852026-07-17
Q2 2026TLTW
ISHARES TR		20+ YEAR TR BD83,51587,715+4,200$1,889$1,960+$712026-07-17
Q2 2026VIGI
VANGUARD WHITEHALL FDS		INTL DVD ETF3,6533,917+264$323$366+$432026-07-17
Q2 2026BSCR
INVESCO EXCH TRD SLF IDX FD		BULSHS 2027 CB190,643191,659+1,016$3,741$3,759+$182026-07-17
Q2 2026BSCS
INVESCO EXCH TRD SLF IDX FD		INVSCO BLSH 28163,291164,663+1,372$3,335$3,353+$182026-07-17
Q2 2026BSCT
INVESCO EXCH TRD SLF IDX FD		BULETSHS 2029151,230152,737+1,507$2,822$2,837+$152026-07-17
Q2 2026HYS
PIMCO ETF TR		0-5 HIGH YIELD28,15028,187+37$2,626$2,636+$102026-07-17

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