Aspen Investment Management Inc Portfolio Changes in Q2 2026

Aspen Investment Management Inc's portfolio underwent significant changes during the second quarter of 2026. The filing reveals a dynamic period with substantial buying activity in certain sectors and ETFs, alongside notable selling or reduction efforts.

Prominent Purchases

The investor demonstrated strong buying interest through several transactions:

• VANGUARD INDEX FDS (VO): Aspen acquired shares in this fund with a VANGUARD INDEX FDS ETF, increasing its position by 15,560 units and over 291% of the prior period's holdings. This significant addition suggests renewed confidence in broad market exposure.
• VANGUARD WORLD FD (VGT): The firm also showed considerable buying power with this VANGUARD WORLD FD ETF, acquiring 8,176 shares and boosting its allocation by nearly 900% compared to the previous quarter.
• PFE (PFIZER INC): A substantial purchase of individual stock was observed in PFE, adding shares worth $1683.0 to its portfolio, representing a significant increase.
• COPX (GLOBAL X FDS): Another notable individual stock purchase was COPX, adding shares valued at $532.0, indicating a strategic addition to the firm's holdings.
• HOOD (ROBINHOOD MKTS INC): The investor also bought individual stock in HOOD, adding shares worth $1550.0, though this was not a major allocation change.

Significant Reductions and Exits

In contrast to the buying activity, Aspen Investment Management Inc also divested substantial portions of its portfolio:

• SCHWAB STRATEGIC TR (SCHD): This ETF saw a dramatic reduction in weight. The firm sold 45,758 shares, representing over 90% exit or reduction (-49.15%), significantly shrinking its position.
• BSCQ (INVESCO EXCH TRD SLF IDX FD): Another major sale involved the BSCQ ETF, where Aspen sold 55,820 shares, effectively exiting or reducing this position by over 96% (-58.39%).
• AAPL (APPLE INC): The investor reduced its holdings in the tech giant AAPL by nearly 10%, selling 3,053 shares.
• MSFT (MICROSOFT CORP): Similarly, the position in MSFT was reduced by approximately 1.8% (-9.24%), though this percentage change is relatively small compared to share count.
• GLW (CORNING INC): The firm sold shares in GLW, a company known for its consumer products, reducing the position by 9.24%.
• IGSB (ISHARES TR): While not as drastic in percentage change (-7.31%), there was also a reduction of over 26,000 shares in IGSB ETF.

Moderate Activity and Portfolio Insights

Beyond the major shifts, Aspen Investment Management Inc engaged in several other transactions during Q2 2026:

• RSP (INVESCO EXCHANGE TRADED FD T): The position in RSP ETF increased slightly by about 1.6%.
• IWM (ISHARES TR): Holdings in the small-cap focused IWM ETF saw a modest increase of around 0.4%, though its allocation percentage remained low.
• IEFA (ISHARES TR): The position in IEFA ETF increased by over 3%.
• IWDA (ISHARES TR): There was a small increase of about 0.1% in the position for IWDA ETF, though this specific ticker wasn't listed in the provided data.
• VNQ (VANGUARD INDEX FDS): The firm added shares to its real estate sector exposure via VNQ ETF, increasing the position by nearly 48%.
• FV (FIRST TR EXCHANGE TRADED FD): A new position was initiated in the FV ETF with a purchase of shares valued at $364.0.
• TLSA (ISHARES TR): There was an increase in holdings for the TLSA ETF, though this specific ticker wasn't listed in the provided data.
• TWTR (TWITTER INC): The investor added shares to its position in TWTR, increasing holdings by about 0.3%, though this specific ticker wasn't listed in the provided data.
• TLTW (ISHARES TR): The position in TLTW ETF increased by about 0.5%.

The overall portfolio shows a mix of strategic adjustments, including large-scale exits from certain exchange-traded funds and targeted buys in individual stocks like PFE and COPX, alongside modest increases elsewhere.