Aspen Investment Management Inc recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
4020 E Beltline NE Suite 103 Grand Rapids, MI 49525
As of the latest 13F report, the guru’s equity portfolio contained 125 stocks valued at a total of $153.00Mil. The top holdings were SPY(5.63%), BSCN(5.22%), and BSCO(4.23%).
According to GuruFocus data, these were Aspen Investment Management Inc’s top five trades of the quarter.
Invesco BulletShares 2022 Corporate Bond ETF
The guru sold out of their 134,531-share investment in NAS:BSCM. Previously, the stock had a 1.9% weight in the equity portfolio. Shares traded for an average price of $21.21 during the quarter.
On 02/07/2023, Invesco BulletShares 2022 Corporate Bond ETF traded for a price of $21.16 per share and a market cap of $1.44Bil. The stock has returned -0.80% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Invesco BulletShares 2024 Corporate Bond ETF
During the quarter, Aspen Investment Management Inc bought 83,944 shares of NAS:BSCO for a total holding of 315,685. The trade had a 1.12% impact on the equity portfolio. During the quarter, the stock traded for an average price of $20.31.
On 02/07/2023, Invesco BulletShares 2024 Corporate Bond ETF traded for a price of $20.55 per share and a market cap of $3.92Bil. The stock has returned -2.19% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Invesco BulletShares 2023 Corporate Bond ETF
During the quarter, Aspen Investment Management Inc bought 77,070 shares of NAS:BSCN for a total holding of 380,795. The trade had a 1.06% impact on the equity portfolio. During the quarter, the stock traded for an average price of $20.82.
On 02/07/2023, Invesco BulletShares 2023 Corporate Bond ETF traded for a price of $21.04 per share and a market cap of $2.72Bil. The stock has returned 0.33% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
Aspen Investment Management Inc reduced their investment in ARCA:BCI by 34,786 shares. The trade had a 0.6% impact on the equity portfolio. During the quarter, the stock traded for an average price of $22.13.
On 02/07/2023, abrdn Bloomberg All Commodity Strategy K-1 Free ETF traded for a price of $20.89 per share and a market cap of $841.87Mil. The stock has returned -1.23% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, abrdn Bloomberg All Commodity Strategy K-1 Free ETF has a price-earnings ratio of 8.76 and a price-book ratio of 1.40.
JPMorgan Ultra-Short Income ETF
The guru established a new position worth 18,329 shares in ARCA:JPST, giving the stock a 0.6% weight in the equity portfolio. Shares traded for an average price of $49.75 during the quarter.
On 02/07/2023, JPMorgan Ultra-Short Income ETF traded for a price of $50.21 per share and a market cap of $24.22Bil. The stock has returned 1.48% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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