CAS
DISO

Coppell Advisory Solutions’s YieldMax DIS Option Income Strategy ETF DISO Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-5,945
Closed -$99.1K – 712
2024
Q4 		$99.1K Buy
5,945
+3,082
+108% +$51.5K 0.01% 419
2024
Q3 		$46.5K Buy
2,863
+946
+49% +$15.3K 0.01% 575
2024
Q2 		$34K Buy
+1,917
New +$37.1K 0.01% 598

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Coppell Advisory Solutions's DISO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of YieldMax DIS Option Income Strategy ETF (DISO) in Q1 2025, closing a stake of 5,945 shares — an estimated $99.1K sold.

Coppell Advisory Solutions first reported a position in DISO in Q2 2024 and held it in 3 quarters. The position peaked at $99.1K in Q4 2024. 9 funds tracked by Wall St. Rank hold DISO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining YieldMax DIS Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 5,945 YieldMax DIS Option Income Strategy ETF shares in Q1 2025, an estimated $99.1K.
  • Coppell Advisory Solutions first reported a position in YieldMax DIS Option Income Strategy ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's YieldMax DIS Option Income Strategy ETF position peaked at $99.1K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held YieldMax DIS Option Income Strategy ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.