SWM
DISO

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
Q1 		$4.98K Hold
505
– – ﹤0.01% 1071
2025
Q4 		$6.14K Buy
+505
New +$6.17K ﹤0.01% 940

Other funds holding DISO

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHP Wealth Management's DISO Position: Q1 2026 in Review

SHP Wealth Management held its YieldMax DIS Option Income Strategy ETF (DISO) position steady in Q1 2026 at 505 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

SHP Wealth Management first reported a position in DISO in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.14K in Q4 2025. 7 funds tracked by Wall St. Rank hold DISO as of Q1 2026.

  • SHP Wealth Management held 505 shares of YieldMax DIS Option Income Strategy ETF worth $4.98K as of Q1 2026.
  • SHP Wealth Management left its YieldMax DIS Option Income Strategy ETF share count unchanged in Q1 2026.
  • YieldMax DIS Option Income Strategy ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1071 holding.
  • SHP Wealth Management first reported a position in YieldMax DIS Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's YieldMax DIS Option Income Strategy ETF position peaked at $6.14K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held YieldMax DIS Option Income Strategy ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.