AWM
DIAX

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

Accurate 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
2023
Q1 		– Sell
-1,000
Closed -$15.7K – 539
2022
Q4 		$15.7K Buy
+1,000
New +$15.2K 0.01% 755

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Accurate Wealth Management's DIAX Position: Q1 2023 in Review

Accurate Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2023, closing a stake of 1,000 shares — an estimated $15.7K sold.

Accurate Wealth Management first reported a position in DIAX in Q4 2022 and held it in 1 quarter. The position peaked at $15.7K in Q4 2022. 83 funds tracked by Wall St. Rank hold DIAX as of Q1 2023.

  • Accurate Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,000 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2023, an estimated $15.7K.
  • Accurate Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $15.7K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.