Aspen Investment Management Inc ETF holdings
Grand Rapids, MI
Reported $191.6M in 83 ETFs in its Form 13F for June 30, 2026.
ETF value
$191.6M
ETFs held
83
Change from prior quarter
+11.0%
With price moves
ETFs as a share of its 13F
51.5%
of $372.0M
Top 10 of 83 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $24.9M | 33,300 | −2,625 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $14.2M | 66,777 | +1,070 shares |
| IWM | iShares Russell 2000 ETF | $12.4M | 41,217 | +2,612 shares |
| IEFA | iShares Core MSCI EAFE ETF | $10.4M | 107,296 | +3,341 shares |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $8.6M | 162,040 | +4,570 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $8.3M | 158,883 | +6,879 shares |
| VIG | Vanguard Dividend Appreciation ETF | $6.9M | 29,260 | +40 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $5.7M | 15,349 | +925 shares |
| IVV | iShares Core S&P 500 ETF | $4.8M | 6,403 | +743 shares |
| FPE | First Trust Preferred Securities and Income ETF | $4.4M | 246,947 | −251 shares |
73 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001541596. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Aspen Investment Management Inc own?
Aspen Investment Management Inc reported 83 ETF positions worth $191.6M in its Form 13F for June 30, 2026. The largest was SPY, at $24.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.