BBPWM
DISO

Blue Bell Private Wealth Management’s YieldMax DIS Option Income Strategy ETF DISO Stock Holding History

Blue Bell Private 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
-10
Closed -$149 – 743
2025
Q2 		$149 Sell
10
-30
-75% -$409 ﹤0.01% 720
2025
Q1 		$568 Buy
40
+10
+33% +$158 ﹤0.01% 695
2024
Q4 		$504 Buy
+30
New +$502 ﹤0.01% 656

Other funds holding DISO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Bell Private Wealth Management's DISO Position: Q3 2025 in Review

Blue Bell Private Wealth Management sold out of YieldMax DIS Option Income Strategy ETF (DISO) in Q3 2025, closing a stake of 10 shares — an estimated $149 sold.

Blue Bell Private Wealth Management first reported a position in DISO in Q4 2024 and held it in 3 quarters. The position peaked at $568 in Q1 2025. 8 funds tracked by Wall St. Rank hold DISO as of Q3 2025.

  • Blue Bell Private Wealth Management reported no remaining YieldMax DIS Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 10 YieldMax DIS Option Income Strategy ETF shares in Q3 2025, an estimated $149.
  • Blue Bell Private Wealth Management first reported a position in YieldMax DIS Option Income Strategy ETF in Q4 2024 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's YieldMax DIS Option Income Strategy ETF position peaked at $568 in Q1 2025.
  • 8 funds tracked by Wall St. Rank held YieldMax DIS Option Income Strategy ETF as of Q3 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.