Aspen Investment Management Inc Purchases in Q2 2025

Aspen Investment Management Inc

  • $238 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
149K
New
$18.28 - $18.7 $2.73M - $2.79M
149K $2.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.56K
New
$416.06 - $551.64 $1.48M - $1.97M
3.56K $1.97M
IEFA
Ishares Tr

ETFs
12.5K
+ 16.4%
$67.83 - $84.09 $850K - $1.05M
89K $7.43M
XLE
Energy Sector Spdr

ETFs
19K
+ 143.74%
$76.44 - $94.13 $1.45M - $1.79M
32.2K $2.73M
IWM
Ishares Russell 2000 ETF

ETFs
2.23K
+ 6.92%
$174.82 - $215.79 $389K - $481K
34.4K $7.43M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
39.3K
+ 32.2%
$20.16 - $20.49 $791K - $804K
161K $3.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.4K
+ 9.84%
$51.68 - $52.76 $537K - $549K
116K $6.12M
AVGO
Broadcom Inc.

Technology
2.01K
New
$146.29 - $275.65 $294K - $555K
2.01K $555K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
27.8K
+ 24.5%
$19.44 - $19.56 $540K - $544K
141K $2.76M
TT
Trane Technologies PLC

Industrials
41
+ 0.81%
$315.21 - $437.41 $12.9K - $17.9K
5.13K $2.24M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
24.7K
+ 14.62%
$19.49 - $19.66 $481K - $485K
193K $3.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
940
New
$321.63 - $509.31 $302K - $479K
940 $479K
IBM
International Business Machines Corp

Technology
522
+ 7.96%
$221.03 - $294.78 $115K - $154K
7.08K $2.09M
GLD
Spdr Gold Trust

ETFs
1.12K
+ 19.14%
$273.71 - $316.29 $307K - $355K
6.98K $2.13M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.9K
+ 4.62%
$51.1 - $53.29 $302K - $315K
134K $7.12M
FTNT
Fortinet, Inc.

Technology
3.82K
New
$84.71 - $108.69 $323K - $415K
3.82K $404K
SLV
I Shares Silver Trust

ETFs
10.8K
New
$27.08 - $33.74 $292K - $364K
10.8K $354K
SCHW
Schwab Charles Corp

Financial Services
305
+ 1.26%
$69.06 - $91.24 $21.1K - $27.8K
24.5K $2.23M
ETN
Eaton Corp PLC

Industrials
17
+ 0.49%
$246.52 - $356.99 $4.19K - $6.07K
3.46K $1.24M
SNOW
Snowflake Inc.

Technology
1.32K
New
$130.53 - $223.77 $172K - $295K
1.32K $295K
ONTO
Onto Innovation Inc.

Technology
2.9K
New
$88.5 - $133.37 $257K - $387K
2.9K $293K
BROS
Dutch Bros Inc.

Consumer Cyclical
4.24K
New
$51.37 - $73.72 $218K - $313K
4.24K $290K
AXP
American Express CO

Financial Services
392
+ 11.93%
$231.39 - $318.98 $90.7K - $125K
3.68K $1.17M
Ge Vernova Inc
505
New
N/A
505 $267K
OKTA
Okta, Inc.

Technology
2.57K
New
$91.24 - $127.3 $235K - $328K
2.57K $257K
BSX
Boston Scientific Corp

Healthcare
1.77K
+ 20.39%
$89.7 - $107.41 $159K - $191K
10.5K $1.13M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.52K
+ 64.37%
$51.16 - $62.02 $180K - $219K
9K $558K
VNQ
Vanguard Specialized Funds Van

ETFs
2.93K
+ 8.76%
$79.79 - $91.42 $234K - $268K
36.4K $3.25M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.67K
+ 3.46%
$20.42 - $25.3 $54.5K - $67.5K
79.8K $2.02M
SYK
Stryker Corp

Healthcare
202
+ 4.1%
$337.37 - $395.63 $68.1K - $79.9K
5.13K $2.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
338
+ 0.45%
$19.6 - $24.44 $6.62K - $8.26K
76.2K $1.86M
GLW
Corning Inc

Technology
198
+ 0.79%
$39.07 - $52.59 $7.74K - $10.4K
25.2K $1.33M
GE
General Electric CO

Industrials
175
+ 7.8%
$166.81 - $257.39 $29.2K - $45K
2.42K $623K
CSCO
Cisco Systems, Inc.

Technology
201
+ 0.96%
$53.19 - $69.38 $10.7K - $13.9K
21.1K $1.46M
XLU
Utilities Sector Spdr

ETFs
967
+ 3.56%
$73.09 - $82.77 $70.7K - $80K
28.2K $2.3M
SCHC
Schwab Strategic Tr Intl Small

ETFs
500
+ 2.53%
$32.41 - $42.59 $16.2K - $21.3K
20.3K $864K
ICE
Intercontinental Exchange, Inc.

Financial Services
51
+ 0.39%
$151.62 - $183.47 $7.73K - $9.36K
13.1K $2.41M
MRVL
Marvell Technology, Inc.

Technology
486
+ 6.93%
$49.38 - $79.97 $24K - $38.9K
7.5K $580K
WMB
Williams Companies, Inc.

Energy
1.3K
+ 6.29%
$54.33 - $62.87 $70.6K - $81.7K
22K $1.38M
WFC
Wells Fargo & Company

Financial Services
575
+ 5.66%
$60.98 - $80.12 $35.1K - $46.1K
10.7K $860K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
401
+ 1.87%
$39.89 - $49.46 $16K - $19.8K
21.9K $1.08M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
550
+ 12.18%
$57.46 - $75.58 $31.6K - $41.6K
5.06K $383K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
550
+ 2.04%
$89.58 - $95.01 $49.3K - $52.3K
27.5K $2.62M
AIG
American International Group, Inc.

Financial Services
1.07K
+ 17.67%
$77.56 - $87.72 $82.9K - $93.8K
7.12K $609K
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 3.29%
$908.13 - $1056.85 $31.8K - $37K
1.1K $1.09M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10
+ 0.05%
$22.27 - $29.21 $223 - $292
18.2K $532K
IRM
Iron Mountain Inc

Real Estate
4
+ 0.09%
$76.93 - $105.25 $308 - $421
4.54K $465K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1
+ 0.0%
$24.38 - $30.18 $24.4 - $30.2
22.5K $677K
V
Visa Inc.

Financial Services
66
+ 0.9%
$308.27 - $373.31 $20.3K - $24.6K
7.4K $2.63M
Activity Summary
Buys All Purchases 65 New Holdings 11 Increased Positions 54 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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