Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AIM
Aspen Investment Management’s
Ethan Allen Interiors
ETD
Stock Holding History
Aspen Investment Management’s Portfolio
ETD Stock Details
ETD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$448K
Sell
20,146
-200
-1%
-$4.65K
0.14%
139
2025
Q4
$465K
Sell
20,346
-450
-2%
-$11.2K
0.14%
130
2025
Q3
$613K
Sell
20,796
-500
-2%
-$14.8K
0.24%
100
2025
Q2
$593K
Hold
21,296
–
–
0.25%
95
2025
Q1
$590K
Hold
21,296
–
–
0.27%
91
2024
Q4
$599K
Hold
21,296
–
–
0.28%
91
2024
Q3
$679K
Sell
21,296
-850
-4%
-$25.7K
0.32%
81
2024
Q2
$618K
Sell
22,146
-500
-2%
-$14.8K
0.31%
87
2024
Q1
$783K
Sell
22,646
-550
-2%
-$17.2K
0.4%
75
2023
Q4
$740K
Buy
23,196
+96
+0.4%
+$2.75K
0.41%
72
2023
Q3
$690K
Buy
23,100
+1,000
+5%
+$30.9K
0.42%
68
2023
Q2
$625K
Hold
22,100
–
–
0.37%
75
2023
Q1
$607K
Hold
22,100
–
–
0.39%
72
2022
Q4
$584K
Hold
22,100
–
–
0.38%
77
2022
Q3
$467K
Sell
22,100
-2,900
-12%
-$67.7K
0.31%
94
2022
Q2
$505K
Hold
25,000
–
–
0.32%
91
2022
Q1
$652K
Buy
25,000
+1,000
+4%
+$25.8K
0.34%
91
2021
Q4
$631K
Sell
24,000
-6,426
-21%
-$157K
0.31%
97
2021
Q3
$721K
Buy
30,426
+720
+2%
+$17.8K
0.38%
85
2021
Q2
$820K
Sell
29,706
-16
-0.1%
-$462
0.43%
78
2021
Q1
$821K
Buy
+29,722
New
+$748K
0.46%
77
Other funds holding ETD
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close