The Future of Investment: Aspen Investment Management Inc Q3 2022 vs. Q4 2022

Aspen Investment Management Inc is a hedge fund that invests in a broad range of securities, including equities, fixed-income, and alternative investments. In this blog post, we'll examine the changes in the fund's holdings from Q3 to Q4 of 2022.

First, let's take a look at some of the top holdings for Aspen in Q3. SPDR S&P 500 ETF TR (SPY) was the largest holding, with 22,511 shares valued at $8,041,000. Other notable holdings included INVESCO EXCH TRD SLF IDX FD (BSCN), FIRST TR EXCHANGE-TRADED FD (FTSL), and ISHARES TR (IWM).

Moving on to Q4, we can see that Aspen made some significant changes to its holdings. The fund increased its shares in BSCN by 26%, from 303,725 to 380,795. It also increased its shares in INVESCO EXCH TRD SLF IDX FD (BSCO) by 36.9%, from 231,741 to 315,685.

Aspen decreased its shares in some holdings as well. For example, FIRST TR EXCHANGE-TRADED FD (FTSL) saw a decrease of 9.1%, from 114,411 to 102,732 shares. MICROSOFT CORP (MSFT) also saw a decrease, from 20,429 shares to 18,307 shares, a drop of 7.7%.

One interesting aspect of Aspen's Q4 holdings is its investment in ABRDN ETFS (BCI). In Q3, it held 90,300 shares in BCI, but in Q4, it reduced its holdings to only 55,514 shares, a decrease of 47.5%. It will be interesting to see if this trend continues into the future.

Overall, Aspen's Q4 holdings show a significant shift from its Q3 holdings. The fund increased its holdings in some securities while decreasing its holdings in others. As with any investment strategy, it's important to carefully analyze the trends and make informed decisions for the future.