Steward Partners Investment Advisory’s YieldMax DIS Option Income Strategy ETF DISO Stock Holding History

Steward Partners Investment Advisory’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	-1,019	Closed	-$10K	–	4717
2026 Q1	$10K	Hold	1,019	–	–	﹤0.01%	3563
2025 Q4	$12.4K	Sell	1,019 -215	-17%	-$2.63K	﹤0.01%	3353
2025 Q3	$15.9K	Hold	1,234	–	–	﹤0.01%	3190
2025 Q2	$18.4K	Buy	+1,234	New	+$16.8K	﹤0.01%	2956

Other funds holding DISO

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

Steward Partners Investment Advisory's DISO Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of YieldMax DIS Option Income Strategy ETF (DISO) in Q2 2026, closing a stake of 1,019 shares — an estimated $10K sold.

Steward Partners Investment Advisory first reported a position in DISO in Q2 2025 and held it in 4 quarters. The position peaked at $18.4K in Q2 2025. 1 fund tracked by Wall St. Rank holds DISO as of Q2 2026.

Steward Partners Investment Advisory reported no remaining YieldMax DIS Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,019 YieldMax DIS Option Income Strategy ETF shares in Q2 2026, an estimated $10K.
Steward Partners Investment Advisory first reported a position in YieldMax DIS Option Income Strategy ETF in Q2 2025 and held it in 4 quarters.
Steward Partners Investment Advisory's YieldMax DIS Option Income Strategy ETF position peaked at $18.4K in Q2 2025.
1 fund tracked by Wall St. Rank held YieldMax DIS Option Income Strategy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.