Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ASPEN INVESTMENT MANAGEMENT INC 07-26-2024 06-30-2024 148 200,369,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF TR TR UNIT 1 $17,814,000 32,731 8.89 8.18 1,923 6.24 06-30-2024
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 2 $8,437,000 51,355 4.21 3.92 5,835 12.82 06-30-2024
MICROSOFT CORP COM 3 $8,428,000 18,856 4.21 4.00 121 0.65 06-30-2024
ISHARES TR RUSSELL 2000 ETF 4 $6,008,000 29,611 3.00 3.11 534 1.84 06-30-2024
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