BHWM
DISO

Beaird Harris Wealth Management’s YieldMax DIS Option Income Strategy ETF DISO Stock Holding History

Beaird Harris Wealth Management’s Portfolio DISO Stock Details DISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-300
Closed -$4.46K – 740
2025
Q2 		$4.46K Hold
300
– – ﹤0.01% 433
2025
Q1 		$4.26K Buy
+300
New +$4.74K ﹤0.01% 397

Other funds holding DISO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beaird Harris Wealth Management's DISO Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of YieldMax DIS Option Income Strategy ETF (DISO) in Q3 2025, closing a stake of 300 shares — an estimated $4.46K sold.

Beaird Harris Wealth Management first reported a position in DISO in Q1 2025 and held it in 2 quarters. The position peaked at $4.46K in Q2 2025. 8 funds tracked by Wall St. Rank hold DISO as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining YieldMax DIS Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 300 YieldMax DIS Option Income Strategy ETF shares in Q3 2025, an estimated $4.46K.
  • Beaird Harris Wealth Management first reported a position in YieldMax DIS Option Income Strategy ETF in Q1 2025 and held it in 2 quarters.
  • Beaird Harris Wealth Management's YieldMax DIS Option Income Strategy ETF position peaked at $4.46K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held YieldMax DIS Option Income Strategy ETF as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.