ZEGA Investments’s YieldMax DIS Option Income Strategy ETF DISO Stock Holding History

ZEGA Investments’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	–	Sell	-15,002	Closed	-$182K	–	302
2025 Q4	$182K	Buy	+15,002	New	+$183K	0.02%	172

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

ZEGA Investments's DISO Position: Q1 2026 in Review

ZEGA Investments sold out of YieldMax DIS Option Income Strategy ETF (DISO) in Q1 2026, closing a stake of 15,002 shares — an estimated $182K sold.

ZEGA Investments first reported a position in DISO in Q4 2025 and held it in 1 quarter. The position peaked at $182K in Q4 2025. 7 funds tracked by Wall St. Rank hold DISO as of Q1 2026.

ZEGA Investments reported no remaining YieldMax DIS Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
ZEGA Investments sold 15,002 YieldMax DIS Option Income Strategy ETF shares in Q1 2026, an estimated $182K.
ZEGA Investments first reported a position in YieldMax DIS Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
ZEGA Investments's YieldMax DIS Option Income Strategy ETF position peaked at $182K in Q4 2025.
7 funds tracked by Wall St. Rank held YieldMax DIS Option Income Strategy ETF as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.