AIM
GMOI

Aspen Investment Management’s GMO International Value ETF GMOI Stock Holding History

Aspen Investment Management’s Portfolio GMOI Stock Details GMOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$303K Sell
8,080
-2,625
-25% -$98.8K 0.08% 164
2026
Q1 		$388K Sell
10,705
-1,875
-15% -$67.4K 0.12% 143
2025
Q4 		$422K Buy
+12,580
New +$404K 0.13% 142

Other funds holding GMOI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

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

Aspen Investment Management reduced its GMO International Value ETF (GMOI) stake by 25% in Q2 2026, selling an estimated $98.8K and leaving 8,080 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #164.

Aspen Investment Management first reported a position in GMOI in Q4 2025 and has held it in 3 quarters since. The position peaked at $422K in Q4 2025. 16 funds tracked by Wall St. Rank hold GMOI as of Q2 2026.

  • Aspen Investment Management held 8,080 shares of GMO International Value ETF worth $303K as of Q2 2026.
  • Aspen Investment Management sold 2,625 GMO International Value ETF shares in Q2 2026, an estimated $98.8K.
  • GMO International Value ETF made up 0.08% of Aspen Investment Management's portfolio in Q2 2026, its #164 holding.
  • Aspen Investment Management first reported a position in GMO International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Aspen Investment Management's GMO International Value ETF position peaked at $422K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held GMO International Value ETF as of Q2 2026.

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