A
Aspen Investment Management Inc
RIA/Wealth
Aspen Investment Management Inc is a RIA/Wealth based in Grand Rapids, MI led by Richard Gregory Knoor, reporting $285.7M in AUM as of Q3 2025 with 54% ETF concentration.
CFORichard Gregory Knoor
- Portfolio Value
- $252.7M
- Positions
- 144
- Top Holding
- SPY at 9.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Aspen Investment Management Inc's portfolio (36.2% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $23.5M | 9.31% | +$1.1M Bought | — 35.3K shares | |
ETF ETF | $12.0M | 4.74% | +$285.9K Bought | — 63.1K shares | |
Software - Infrastructure Technology | $8.8M | 3.50% | +$288.0K Bought | 0.00% 17.1K shares | |
ETF ETF | $8.8M | 3.49% | +$492.1K Bought | — 36.5K shares | |
ETF ETF | $8.5M | 3.35% | +$694.5K Bought | — 96.9K shares | |
ETF ETF | $7.8M | 3.10% | +$599.6K Bought | — 144.6K shares | |
ETF ETF | $6.9M | 2.72% | +$735.0K Bought | — 129.9K shares | |
Banks - Diversified Financial Services | $5.8M | 2.29% | +$131.8K Bought | 0.00% 18.3K shares | |
Financial - Capital Markets Financial Services | $4.8M | 1.90% | +$90.8K Bought | 0.00% 6.0K shares | |
Discount Stores Consumer Defensive | $4.6M | 1.80% | -$278.4K Sold | 0.00% 44.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Aspen Investment Management Inc's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Aspen Investment Management Inc
GthenA