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

SHP 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
2026 Q2	–	Sell	-505	Closed	-$4.98K	–	2013
2026 Q1	$4.98K	Hold	505	–	–	﹤0.01%	1071
2025 Q4	$6.14K	Buy	+505	New	+$6.17K	﹤0.01%	940

Other funds holding DISO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SHP Wealth Management's DISO Position: Q2 2026 in Review

SHP Wealth Management sold out of YieldMax DIS Option Income Strategy ETF (DISO) in Q2 2026, closing a stake of 505 shares — an estimated $4.98K sold.

SHP Wealth Management first reported a position in DISO in Q4 2025 and held it in 2 quarters. The position peaked at $6.14K in Q4 2025. 1 fund tracked by Wall St. Rank holds DISO as of Q2 2026.

SHP Wealth Management reported no remaining YieldMax DIS Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 505 YieldMax DIS Option Income Strategy ETF shares in Q2 2026, an estimated $4.98K.
SHP Wealth Management first reported a position in YieldMax DIS Option Income Strategy ETF in Q4 2025 and held it in 2 quarters.
SHP Wealth Management's YieldMax DIS Option Income Strategy ETF position peaked at $6.14K in Q4 2025.
1 fund tracked by Wall St. Rank held YieldMax DIS Option Income Strategy ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.