POM INVESTMENT STRATEGIES, LLC

PrivateCIK: 1906322

Location

RALEIGH, NC

433

Positions

$80.50M

Total AUM (reported)

2.06M

Total Shares

Allocation by class

ALLIANZIM US EQU$22.72M28.2%

ALLIANZIM US EQT$14.42M17.9%

COM$10.12M12.6%

FT VEST U.S EQT$8.92M11.1%

ALLIANZIM EQ BUF$2.96M3.7%

STATE STREET SPD$1.94M2.4%

ULTRA SHORT GOVT$1.81M2.2%

Portfolio Concentration

Top 3$23.84M29.6%

4–10$27.98M34.8%

11–25$12.32M15.3%

Rest$16.34M20.3%

Top 3 weight

29.6%

Top 10 weight

64.4%

Voting Authority Distribution

Total shares with voting rights: 2.06M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.06M

% of voting shares100.0%

Investment Discretion (by position count)

Sole433

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings433

Rows:

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S EQT

Shares234.12K

TypeSH

Market value$8.92M

11.08%

Sole

0.00

Shared

0.00

None

234.12K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQU

Shares208.82K

TypeSH

Market value$7.62M

9.46%

Sole

0.00

Shared

0.00

None

208.82K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQU

Shares189.83K

TypeSH

Market value$7.30M

9.07%

Sole

0.00

Shared

0.00

None

189.83K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQU

Shares267.72K

TypeSH

Market value$7.12M

8.84%

Sole

0.00

Shared

0.00

None

267.72K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQT

Shares208.74K

TypeSH

Market value$6.59M

8.19%

Sole

0.00

Shared

0.00

None

208.74K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQT

Shares178.37K

TypeSH

Market value$5.96M

7.40%

Sole

0.00

Shared

0.00

None

178.37K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM EQ BUF

Shares103.78K

TypeSH

Market value$2.96M

3.68%

Sole

0.00

Shared

0.00

None

103.78K

PIMCO ETF TR

SOLE

ULTRA SHORT GOVT

Shares17.91K

TypeSH

Market value$1.81M

2.25%

Sole

0.00

Shared

0.00

None

17.91K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQT

Shares52.47K

TypeSH

Market value$1.77M

2.20%

Sole

0.00

Shared

0.00

None

52.47K

ELEVATION SERIES TRUST

SOLE

TRUESHARES QUART

Shares73.40K

TypeSH

Market value$1.77M

2.20%

Sole

0.00

Shared

0.00

None

73.40K

APPLE INC

SOLE

COM

Shares6.52K

TypeSH

Market value$1.66M

2.06%

Sole

0.00

Shared

0.00

None

6.52K

JPMORGAN CHASE & CO

SOLE

COM

Shares4.09K

TypeSH

Market value$1.20M

1.49%

Sole

0.00

Shared

0.00

None

4.09K

ELEVATION SERIES TRUST

SOLE

TRUESHARES SEASO

Shares46.99K

TypeSH

Market value$1.18M

1.46%

Sole

0.00

Shared

0.00

None

46.99K

ELEVATION SERIES TRUST

SOLE

TRUESHARES STRCD

Shares31.86K

TypeSH

Market value$1.17M

1.45%

Sole

0.00

Shared

0.00

None

31.86K

ELEVATION SERIES TRUST

SOLE

TRUESHARES OCT

Shares28.40K

TypeSH

Market value$1.17M

1.45%

Sole

0.00

Shared

0.00

None

28.40K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares11.22K

TypeSH

Market value$859.2K

1.07%

Sole

0.00

Shared

0.00

None

11.22K

TESLA INC

SOLE

COM

Shares1.84K

TypeSH

Market value$682.5K

0.85%

Sole

0.00

Shared

0.00

None

1.84K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQU

Shares20.82K

TypeSH

Market value$583.0K

0.72%

Sole

0.00

Shared

0.00

None

20.82K

ELEVATION SERIES TRUST

SOLE

TRUESHARES STRUC

Shares14.32K

TypeSH

Market value$581.9K

0.72%

Sole

0.00

Shared

0.00

None

14.32K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM U S EQ

Shares18.46K

TypeSH

Market value$579.5K

0.72%

Sole

0.00

Shared

0.00

None

18.46K

ELEVATION SERIES TRUST

SOLE

TRUESHARES DEC

Shares14.74K

TypeSH

Market value$572.4K

0.71%

Sole

0.00

Shared

0.00

None

14.74K

ELEVATION SERIES TRUST

SOLE

TRUESHARES STRUC

Shares14.07K

TypeSH

Market value$571.4K

0.71%

Sole

0.00

Shared

0.00

None

14.07K

ELEVATION SERIES TRUST

SOLE

S&P AUTOCALLABLE

Shares25.26K

TypeSH

Market value$554.6K

0.69%

Sole

0.00

Shared

0.00

None

25.26K

FIDELITY COVINGTON TRUST

SOLE

BLUE CHIP GRWTH

Shares9.98K

TypeSH

Market value$500.0K

0.62%

Sole

0.00

Shared

0.00

None

9.98K

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares1.93K

TypeSH

Market value$467.6K

0.58%

Sole

0.00

Shared

0.00

None

1.93K

Issuer	Class	Shares	Type	Value / Portfolio %	None
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S EQT	234.12K	SH	$8.92M 11.08%	234.12K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQU	208.82K	SH	$7.62M 9.46%	208.82K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQU	189.83K	SH	$7.30M 9.07%	189.83K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQU	267.72K	SH	$7.12M 8.84%	267.72K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQT	208.74K	SH	$6.59M 8.19%	208.74K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQT	178.37K	SH	$5.96M 7.40%	178.37K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM EQ BUF	103.78K	SH	$2.96M 3.68%	103.78K
PIMCO ETF TRSOLE	ULTRA SHORT GOVT	17.91K	SH	$1.81M 2.25%	17.91K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQT	52.47K	SH	$1.77M 2.20%	52.47K
ELEVATION SERIES TRUSTSOLE	TRUESHARES QUART	73.40K	SH	$1.77M 2.20%	73.40K
APPLE INCSOLE	COM	6.52K	SH	$1.66M 2.06%	6.52K
JPMORGAN CHASE & COSOLE	COM	4.09K	SH	$1.20M 1.49%	4.09K
ELEVATION SERIES TRUSTSOLE	TRUESHARES SEASO	46.99K	SH	$1.18M 1.46%	46.99K
ELEVATION SERIES TRUSTSOLE	TRUESHARES STRCD	31.86K	SH	$1.17M 1.45%	31.86K
ELEVATION SERIES TRUSTSOLE	TRUESHARES OCT	28.40K	SH	$1.17M 1.45%	28.40K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	11.22K	SH	$859.2K 1.07%	11.22K
TESLA INCSOLE	COM	1.84K	SH	$682.5K 0.85%	1.84K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQU	20.82K	SH	$583.0K 0.72%	20.82K
ELEVATION SERIES TRUSTSOLE	TRUESHARES STRUC	14.32K	SH	$581.9K 0.72%	14.32K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM U S EQ	18.46K	SH	$579.5K 0.72%	18.46K
ELEVATION SERIES TRUSTSOLE	TRUESHARES DEC	14.74K	SH	$572.4K 0.71%	14.74K
ELEVATION SERIES TRUSTSOLE	TRUESHARES STRUC	14.07K	SH	$571.4K 0.71%	14.07K
ELEVATION SERIES TRUSTSOLE	S&P AUTOCALLABLE	25.26K	SH	$554.6K 0.69%	25.26K
FIDELITY COVINGTON TRUSTSOLE	BLUE CHIP GRWTH	9.98K	SH	$500.0K 0.62%	9.98K
INTERNATIONAL BUSINESS MACHSSOLE	COM	1.93K	SH	$467.6K 0.58%	1.93K

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