SEC 13F Intelligence

Pom Investment Strategies, LLC / BILZ

Pom Investment Strategies, LLC’s Pimco Etf Tr Position

Does Pom Investment Strategies, LLC own Pimco Etf Tr (BILZ)? Yes — 17.9K shares worth $2M (+2.25% of its 13F portfolio) as of Q1 2026, up from 10.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
17.9K
% of Portfolio
+2.25%
Quarters Held
6
currently held

Position History BILZ

Reported value by quarter
Q1 ’24: $383,237Q1 ’24Q2 ’24: $1MQ2 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.9K$2M+2.25%
Q1 202510.9K$1M+1.29%
Q4 202412.4K$1M+0.94%
Q3 202411.7K$1M+0.92%
Q2 202410.5K$1M+0.85%
Q1 20243.8K$383,237+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pom Investment Strategies, LLC’s full portfolio or all institutional holders of BILZ.