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

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

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 SPY; Country of operation —; Class TR UNIT; Shares before 35,925.
  • Q2 2026: Stock BSCQ; Country of operation —; Class BULSHS 2026 CB; Shares before 95,595.
  • Q2 2026: Stock SCHA; Country of operation —; Class US SML CAP ETF; Shares before 80,640.
  • Q2 2026: Stock IWB; Country of operation —; Class RUS 1000 ETF; Shares before 5,389.

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 2026SPY
STATE STR SPDR S&P 500 ETF T
TR UNIT35,92533,300-2,625$23,364$24,868+$1,5042026-07-17
Q2 2026BSCQ
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB95,59539,775-55,820$1,867$777-$1,0902026-07-17
Q2 2026SCHA
SCHWAB STRATEGIC TR
US SML CAP ETF80,64080,443-197$2,345$2,906+$5612026-07-17
Q2 2026IWB
ISHARES TR
RUS 1000 ETF5,3895,369-20$1,921$2,199+$2782026-07-17
Q2 2026QQQ
INVESCO QQQ TR
UNIT SER 13,4522,424-1,028$1,992$1,785-$2072026-07-17
Q2 2026SCHF
SCHWAB STRATEGIC TR
INTL EQTY ETF75,05973,677-1,382$1,858$2,041+$1832026-07-17
Q2 2026SMH
VANECK ETF TRUST
SEMICONDUCTR ETF1,755878-877$673$576-$972026-07-17
Q2 2026GMOI
GMO ETF TRUST
GMO INTL VALUE10,7058,080-2,625$388$303-$852026-07-17
Q2 2026SCHM
SCHWAB STRATEGIC TR
US MID-CAP ETF21,20219,604-1,598$656$723+$672026-07-17
Q2 2026EFA
ISHARES TR
MSCI EAFE ETF12,90312,653-250$1,253$1,314+$612026-07-17
Q2 2026BCI
ABRDN ETFS
BBRG ALL COMD K122,64222,047-595$550$493-$572026-07-17
Q2 2026SCHE
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF22,49721,652-845$741$785+$442026-07-17
Q2 2026FTSL
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD73,20472,334-870$3,280$3,237-$432026-07-17
Q2 2026URA
GLOBAL X FDS
GLOBAL X URANIUM6,9556,820-135$337$298-$392026-07-17
Q2 2026SCHV
SCHWAB STRATEGIC TR
US LCAP VA ETF8,9538,659-294$273$301+$282026-07-17
Q2 2026IHDG
WISDOMTREE TR
ITL HDG QTLY DIV5,6505,500-150$272$288+$162026-07-17
Q2 2026VOX
VANGUARD WORLD FD
COMM SRVC ETF8,1278,027-100$1,462$1,477+$152026-07-17

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