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 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Partners Investment Advisory's DISO Position: Q1 2026 in Review

Steward Partners Investment Advisory held its YieldMax DIS Option Income Strategy ETF (DISO) position steady in Q1 2026 at 1,019 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #3563.

Steward Partners Investment Advisory first reported a position in DISO in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.4K in Q2 2025. 7 funds tracked by Wall St. Rank hold DISO as of Q1 2026.

Steward Partners Investment Advisory held 1,019 shares of YieldMax DIS Option Income Strategy ETF worth $10K as of Q1 2026.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q1 2026, its #3563 holding.
Steward Partners Investment Advisory first reported a position in YieldMax DIS Option Income Strategy ETF in Q2 2025 and has held it in 4 quarters since.
Steward Partners Investment Advisory's YieldMax DIS Option Income Strategy ETF position peaked at $18.4K in Q2 2025.
7 funds tracked by Wall St. Rank held YieldMax DIS Option Income Strategy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.