Aspen Investment Management Inc Closed Holding Positions

Aspen Investment Management Inc

  • $238 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
United Technologies Corp
Q1 2020 Filed on May 15, 2020
2,000
N/A
UMPQ
Umpqua Holdings Corp

Financial Services
Q1 2020 Filed on May 15, 2020
14,050
$9.27 - $18.41 $130K - $259K
FXI
Ishares Tr

ETFs
Q1 2020 Filed on May 15, 2020
7,408
$33.91 - $45.28 $251K - $335K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
9,907
$56.52 - $106.78 $560K - $1.06M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2020 Filed on May 15, 2020
2,882
$26.18 - $40.44 $75.5K - $117K
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Feb 14, 2020
22,500
N/A
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q4 2019 Filed on Feb 14, 2020
15,000
$14.78 - $16.39 $222K - $246K
Chemical Finl Corp
Q3 2019 Filed on Nov 13, 2019
14,978
N/A
VB
Vanguard Small Cap ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
2,293
$153.32 - $158.01 $352K - $362K
LYFT
Lyft, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
3,767
$40.84 - $67.45 $154K - $254K
BP
Bp PLC

Energy
Q2 2019 Filed on Aug 12, 2019
4,566
$40.44 - $45.23 $185K - $207K
Dowdupont Inc
Q2 2019 Filed on Aug 12, 2019
20,266
N/A
INDA
Ishares Msci India Index Fund

ETFs
Q1 2019 Filed on May 15, 2019
8,410
$31.65 - $35.66 $266K - $300K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2018 Filed on Feb 15, 2019
2,625
$60.54 - $79.0 $159K - $207K
SMTC
Semtech Corp

Technology
Q4 2018 Filed on Feb 15, 2019
8,774
$41.38 - $54.7 $363K - $480K
F
Ford Motor CO

Consumer Cyclical
Q4 2018 Filed on Feb 15, 2019
10,091
$7.63 - $9.6 $77K - $96.9K
Zynga Inc
Q4 2018 Filed on Feb 15, 2019
10,000
N/A
WT
Wisdomtree, Inc.
Q4 2018 Filed on Feb 15, 2019
36,970
N/A
Aetna Inc New
Q4 2018 Filed on Feb 15, 2019
4,751
N/A
MDRX
Allscripts Healthcare Solutions, Inc.

Healthcare
Q4 2018 Filed on Feb 15, 2019
20,735
$8.64 - $14.01 $179K - $290K
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 15, 2019
49,706
N/A
Cvr Partners LP
Q4 2018 Filed on Feb 15, 2019
10,000
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q4 2018 Filed on Feb 15, 2019
17,639
N/A
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q4 2018 Filed on Feb 15, 2019
8,650
$21.59 - $23.21 $187K - $201K
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
3,399
$55.04 - $64.48 $187K - $219K
Ca Inc
Q3 2018 Filed on Nov 13, 2018
13,370
N/A
CDK
Cdk Global, Inc.

Technology
Q3 2018 Filed on Nov 13, 2018
8,860
$60.59 - $67.34 $537K - $597K
HAL
Halliburton CO

Energy
Q3 2018 Filed on Nov 13, 2018
4,636
$36.69 - $46.26 $170K - $214K
American Midstream Partners
Q3 2018 Filed on Nov 13, 2018
15,600
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 14, 2018
114,415
N/A
Rydex ETF Trust
Q2 2018 Filed on Aug 14, 2018
46,391
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 14, 2018
44,135
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 14, 2018
15,803
N/A
BLK
Black Rock Inc.

Financial Services
Q2 2018 Filed on Aug 14, 2018
385
$499.04 - $551.86 $192K - $212K
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 14, 2018
11,328
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 14, 2018
32,551
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 14, 2018
25,757
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 14, 2018
36,115
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 14, 2018
178,374
N/A
Claymore Exchange Trd Fd
Q1 2018 Filed on May 16, 2018
27,423
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2018 Filed on May 16, 2018
16,556
$36.79 - $38.19 $609K - $632K
Blue Buffalo Pet Prods I
Q1 2018 Filed on May 16, 2018
23,330
N/A
BC
Brunswick Corp

Consumer Cyclical
Q4 2017 Filed on Feb 15, 2018
5,945
$48.63 - $59.12 $289K - $351K
Powershares ETF Trust Ii
Q4 2017 Filed on Feb 15, 2018
71,655
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2017 Filed on Feb 15, 2018
4,000
N/A
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