KWM
DISO

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

Keebeck 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
Q1 		– Sell
-10,150
Closed -$170K – 280
2024
Q4 		$170K Hold
10,150
– – 0.02% 272
2024
Q3 		$166K Buy
+10,150
New +$164K 0.02% 248

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

Keebeck Wealth Management's DISO Position: Q1 2025 in Review

Keebeck Wealth Management sold out of YieldMax DIS Option Income Strategy ETF (DISO) in Q1 2025, closing a stake of 10,150 shares — an estimated $170K sold.

Keebeck Wealth Management first reported a position in DISO in Q3 2024 and held it in 2 quarters. The position peaked at $170K in Q4 2024. 9 funds tracked by Wall St. Rank hold DISO as of Q1 2025.

  • Keebeck Wealth Management reported no remaining YieldMax DIS Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Keebeck Wealth Management sold 10,150 YieldMax DIS Option Income Strategy ETF shares in Q1 2025, an estimated $170K.
  • Keebeck Wealth Management first reported a position in YieldMax DIS Option Income Strategy ETF in Q3 2024 and held it in 2 quarters.
  • Keebeck Wealth Management's YieldMax DIS Option Income Strategy ETF position peaked at $170K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held YieldMax DIS Option Income Strategy ETF as of Q1 2025.

Based on Keebeck Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.