Aspen Investment Management Inc Closed Holding Positions

Aspen Investment Management Inc

  • $238 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
Q2 2022 Filed on Aug 15, 2022
4,042
$47.62 - $59.38 $192K - $240K
IDV
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
7,426
$26.84 - $32.0 $199K - $238K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
2,228
$171.61 - $208.74 $382K - $465K
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
5,061
$139.3 - $249.32 $705K - $1.26M
THC
Tenet Healthcare Corp

Healthcare
Q2 2022 Filed on Aug 15, 2022
5,103
$52.15 - $89.01 $266K - $454K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
5,061
$82.55 - $98.4 $418K - $498K
UNP
Union Pacific Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
900
$206.45 - $259.96 $186K - $234K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
4,896
$36.55 - $53.9 $179K - $264K
TROW
Price T Rowe Group Inc

Financial Services
Q1 2022 Filed on May 11, 2022
3,452
$134.46 - $195.12 $464K - $674K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on May 11, 2022
1,372
$119.6 - $152.37 $164K - $209K
ROK
Rockwell Automation, Inc

Industrials
Q1 2022 Filed on May 11, 2022
2,346
$256.35 - $343.1 $601K - $805K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
9,401
$79.29 - $116.68 $745K - $1.1M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
2,203
$99.91 - $140.28 $220K - $309K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Jan 26, 2022
3,944
$86.79 - $100.15 $342K - $395K
Bonanza Creek Energy Inc
Q3 2021 Filed on Dec 06, 2021
7,291
N/A
KEY
Keycorp

Financial Services
Q3 2021 Filed on Dec 06, 2021
26,731
$18.49 - $21.99 $494K - $588K
ATKR
Atkore Inc.

Industrials
Q3 2021 Filed on Dec 06, 2021
7,310
$67.07 - $99.91 $490K - $730K
T
At&T Inc.

Communication Services
Q3 2021 Filed on Dec 06, 2021
7,268
$20.36 - $22.08 $148K - $160K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2021 Filed on Dec 06, 2021
6,359
$67.35 - $79.55 $428K - $506K
General Electric CO
Q3 2021 Filed on Dec 06, 2021
31,740
N/A
COPX
Global X Copper Miners ETF

ETFs
Q3 2021 Filed on Dec 06, 2021
16,323
$33.22 - $38.46 $542K - $628K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q3 2021 Filed on Dec 06, 2021
4,069
$284.4 - $314.06 $1.16M - $1.28M
SSL
Sasol LTD

Basic Materials
Q3 2021 Filed on Dec 06, 2021
11,951
$12.83 - $18.84 $153K - $225K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q3 2021 Filed on Dec 06, 2021
1,862
$151.7 - $194.46 $282K - $362K
IBCP
Independent Bank Corp

Financial Services
Q2 2021 Filed on Aug 04, 2021
12,338
$21.1 - $24.4 $260K - $301K
DOW
Dow Inc.

Basic Materials
Q2 2021 Filed on Aug 04, 2021
4,317
$60.93 - $70.91 $263K - $306K
Tcf Finl Corp
Q2 2021 Filed on Aug 04, 2021
14,496
N/A
AMKR
Amkor Technology, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
17,630
$18.06 - $26.38 $318K - $465K
CROX
Crocs, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
3,287
$75.07 - $116.52 $247K - $383K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
1,562
$156.59 - $224.03 $245K - $350K
NEX
Nextier Oilfield Solutions Inc.

Energy
Q2 2021 Filed on Aug 04, 2021
39,049
$3.2 - $5.68 $125K - $222K
NIO
Nio Inc.

Consumer Cyclical
Q1 2021 Filed on Jun 10, 2021
8,329
$35.21 - $62.84 $293K - $523K
FDX
Fedex Corp

Industrials
Q1 2021 Filed on Jun 10, 2021
1,562
$235.34 - $285.92 $368K - $447K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2021 Filed on Jun 10, 2021
8,388
$51.5 - $63.84 $432K - $535K
Invesco Exch Trd Slf Idx Fd
Q1 2021 Filed on Jun 10, 2021
144,063
N/A
Invesco Exch Trd Slf Idx Fd
Q1 2021 Filed on Jun 10, 2021
45,042
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2021 Filed on Jun 10, 2021
3,561
$88.0 - $103.81 $313K - $370K
SNAP
Snap Inc

Communication Services
Q1 2021 Filed on Jun 10, 2021
4,244
$48.95 - $70.45 $208K - $299K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q3 2020 Filed on Nov 30, 2020
6,872
$111.27 - $124.26 $765K - $854K
CLX
Clorox CO

Consumer Defensive
Q3 2020 Filed on Nov 30, 2020
2,400
$206.85 - $237.74 $496K - $571K
HSBC
Hsbc Holdings PLC

Financial Services
Q2 2020 Filed on Aug 06, 2020
17,300
$22.97 - $26.85 $397K - $465K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 15, 2020
124,815
N/A
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q1 2020 Filed on May 15, 2020
36,875
$33.65 - $49.64 $1.24M - $1.83M
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on May 15, 2020
5,375
$30.61 - $46.3 $165K - $249K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 15, 2020
48,489
N/A
SCHK
Schwab Strategic Tr 1000 Index

ETFs
Q1 2020 Filed on May 15, 2020
11,210
$21.7 - $33.28 $243K - $373K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2020 Filed on May 15, 2020
16,588
$68.26 - $108.76 $1.13M - $1.8M
Ingersoll Rand PLC
Q1 2020 Filed on May 15, 2020
6,119
N/A
MRO
Marathon Oil Corp

Energy
Q1 2020 Filed on May 15, 2020
12,195
$3.24 - $13.96 $39.5K - $170K
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