9WM
DIAX

9258 Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

9258 Wealth Management’s Portfolio DIAX Stock Details DIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$175K Buy
11,800
+65
+0.6% +$932 0.03% 348
2024
Q2 		$164K Sell
11,735
-357
-3% -$5.01K 0.03% 336
2024
Q1 		$177K Buy
+12,092
New +$175K 0.03% 337
2023
Q4 		– Sell
-14,830
Closed -$203K – 315
2023
Q3 		$203K Sell
14,830
-1,373
-8% -$19.4K 0.04% 304
2023
Q2 		$229K Sell
16,203
-984
-6% -$14.3K 0.04% 293
2023
Q1 		$252K Sell
17,187
-930
-5% -$14.1K 0.05% 273
2022
Q4 		$281K Buy
18,117
+110
+0.6% +$1.67K 0.06% 261
2022
Q3 		$243K Sell
18,007
-1,369
-7% -$21.2K 0.06% 273
2022
Q2 		$296K Sell
19,376
-1,185
-6% -$19K 0.08% 251
2022
Q1 		$342K Buy
20,561
+1
+0% +$17 0.08% 255
2021
Q4 		$365K Sell
20,560
-385
-2% -$6.72K 0.08% 248
2021
Q3 		$351K Buy
20,945
+11
+0.1% +$190 0.09% 228
2021
Q2 		$356K Sell
20,934
-2,165
-9% -$36.4K 0.1% 225
2021
Q1 		$375K Sell
23,099
-3,473
-13% -$53.4K 0.11% 196
2020
Q4 		$404K Sell
26,572
-4,451
-14% -$63.6K 0.13% 177
2020
Q3 		$395K Sell
31,023
-6,483
-17% -$89.5K 0.15% 161
2020
Q2 		$510K Hold
37,506
– – 0.21% 135
2020
Q1 		$492K Sell
37,506
-6,688
-15% -$107K 0.22% 127
2019
Q4 		$780K Sell
44,194
-227
-0.5% -$4.04K 0.29% 101
2019
Q3 		$792K Sell
44,421
-2,391
-5% -$42.1K 0.62% 56
2019
Q2 		$824K Sell
46,812
-1,942
-4% -$34.2K 0.66% 50
2019
Q1 		$878K Sell
48,754
-391
-0.8% -$6.88K 0.75% 43
2018
Q4 		$792K Buy
+49,145
New +$878K 0.76% 40

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

9258 Wealth Management's DIAX Position: Q3 2024 in Review

9258 Wealth Management increased its Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) stake by 0.55% in Q3 2024, buying an estimated $932 and bringing the position to 11,800 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #348.

9258 Wealth Management first reported a position in DIAX in Q4 2018 and has held it in 23 quarters since. The position peaked at $878K in Q1 2019. 86 funds tracked by Wall St. Rank hold DIAX as of Q3 2024.

  • 9258 Wealth Management held 11,800 shares of Nuveen Dow 30SM Dynamic Overwrite Fund worth $175K as of Q3 2024.
  • 9258 Wealth Management bought 65 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2024, an estimated $932.
  • Nuveen Dow 30SM Dynamic Overwrite Fund made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #348 holding.
  • 9258 Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2018 and has held it in 23 quarters since.
  • 9258 Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $878K in Q1 2019.
  • 86 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.