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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
Q2 		$412K Sell
18,446
-1,700
-8% -$36.1K 0.11% 144
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aspen Investment Management's ETD Position: Q2 2026 in Review

Aspen Investment Management reduced its Ethan Allen Interiors (ETD) stake by 8.4% in Q2 2026, selling an estimated $36.1K and leaving 18,446 shares worth $412K. The position accounts for 0.11% of the portfolio, ranked #144.

Aspen Investment Management first reported a position in ETD in Q1 2021 and has held it in 22 quarters since. The position peaked at $821K in Q1 2021. 217 funds tracked by Wall St. Rank hold ETD as of Q2 2026.

  • Aspen Investment Management held 18,446 shares of Ethan Allen Interiors worth $412K as of Q2 2026.
  • Aspen Investment Management sold 1,700 Ethan Allen Interiors shares in Q2 2026, an estimated $36.1K.
  • Ethan Allen Interiors made up 0.11% of Aspen Investment Management's portfolio in Q2 2026, its #144 holding.
  • Aspen Investment Management first reported a position in Ethan Allen Interiors in Q1 2021 and has held it in 22 quarters since.
  • Aspen Investment Management's Ethan Allen Interiors position peaked at $821K in Q1 2021.
  • 217 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.