ZF
DISO

Zega Financial’s YieldMax DIS Option Income Strategy ETF DISO Stock Holding History

Zega Financial’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
2024
Q3 		– Sell
-16,332
Closed -$289K – 119
2024
Q2 		$289K Sell
16,332
-76
-0.5% -$1.47K 0.05% 89
2024
Q1 		$370K Buy
16,408
+5,096
+45% +$109K 0.13% 70
2023
Q4 		$232K Buy
+11,312
New +$232K 0.07% 96

Other funds holding DISO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zega Financial's DISO Position: Q3 2024 in Review

Zega Financial sold out of YieldMax DIS Option Income Strategy ETF (DISO) in Q3 2024, closing a stake of 16,332 shares — an estimated $289K sold.

Zega Financial first reported a position in DISO in Q4 2023 and held it in 3 quarters. The position peaked at $370K in Q1 2024. 8 funds tracked by Wall St. Rank hold DISO as of Q3 2024.

  • Zega Financial reported no remaining YieldMax DIS Option Income Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Zega Financial sold 16,332 YieldMax DIS Option Income Strategy ETF shares in Q3 2024, an estimated $289K.
  • Zega Financial first reported a position in YieldMax DIS Option Income Strategy ETF in Q4 2023 and held it in 3 quarters.
  • Zega Financial's YieldMax DIS Option Income Strategy ETF position peaked at $370K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held YieldMax DIS Option Income Strategy ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.