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Aspen Investment Management

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383114625
SEC advisor number
801-58191
FINRA CRD number
112081
AUM ?
$264.21M (as of 12 Jul 22)
Accounts
201 (as of 12 Jul 22)
Employees
4 (4 investment advisory or research)
Address
Aspen Investment Management
4020 E BELTLINE NE SUITE 103
GRAND RAPIDS
MI 49525
Phone
616-361-2500

Investment data

Data from SEC filings
Top 50 of 137 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$7.78M 20.62K 20.72K -0.5
$5.81M 277.23K 259.53K +6.8
$5.27M 119.55K 101.79K +17.4
$5.16M 20.07K 22.86K -12.2
$4.36M 25.74K 25.79K -0.2
First TR Exch Traded FD III
$4.35M 252.56K 261.91K -3.6
$4.24M 204.59K 178.1K +14.9
$3.62M 71.59K 66.31K +8.0
$3.16M 34.69K 34.87K -0.5
$3.12M 17.55K 17.55K -0.0
Abrdn Etfs
$2.89M 106.23K 103.82K +2.3
$2.85M 134.53K 136.07K -1.1
$2.71M 46.03K 46.08K -0.1
$2.59M 18.96K 22.65K -16.3
$2.48M 28.05K 31.01K -9.5
$2.31M 13.84K 13.84K 0
$2.29M 17.05K 25.11K -32.1
$2.29M 57.34K 51.29K +11.8
$2.22M 18.84K 14.93K +26.2
$2.17M 5.71K 5.71K 0
$2.07M 7.56K 7.65K -1.1
$1.92M 65.91K 65.94K -0.0
$1.85M 12.76K 12.33K +3.5
$1.81M 16.11K 23.3K -30.9
$1.78M 5.99K 7.43K -19.4
$1.7M 13.97K 16.21K -13.8
$1.61M 57.08K 56.57K +0.9
$1.5M 6.18K 6.2K -0.2
$1.45M 18.85K 14.18K +33.0
$1.37M 19.55K NEW
$1.36M 15.91K 15.9K +0.1
$1.35M 2.82K 2.82K 0
$1.33M 6.78K 6.79K -0.1
$1.33M 42.28K 42.67K -0.9
Vanguard Intl Equity Index F
$1.32M 31.78K 34.74K -8.5
$1.31M 12.3K 893 +1277.4
$1.3M 8.51K 8.52K -0.2
$1.29M 16.63K 16.65K -0.1
$1.26M 32.39K 32.78K -1.2
$1.25M 20.06K 20.02K +0.2
$1.24M 6.27K 6.25K +0.3
$1.2M 11K 10.98K +0.2
$1.19M 12.5K 13.15K -4.9
$1.19M 5.65K 5.65K 0
$1.17M 6.42K 6.42K -0.0
$1.16M 37.19K 42.56K -12.6
$1.15M 8.11K 11.41K -29.0
$1.13M 55.04K 53.75K +2.4
$1.12M 17.82K 17.81K 0
$1.1M 21.01K 21.46K -2.1
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Oct 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings