Acorn Wealth Advisors’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Acorn Wealth Advisors’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
2018 Q3	–	Sell	-1,408	Closed	-$26K	–	183
2018 Q2	$26K	Hold	1,408	–	–	0.02%	356
2018 Q1	$26K	Buy	1,408 +24	+2%	+$441	0.02%	357
2017 Q4	$26K	Buy	+1,384	New	+$24.7K	0.02%	341

Other funds holding DIAX

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorn Wealth Advisors's DIAX Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2018, closing a stake of 1,408 shares — an estimated $26K sold.

Acorn Wealth Advisors first reported a position in DIAX in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q2 2018. 69 funds tracked by Wall St. Rank hold DIAX as of Q3 2018.

Acorn Wealth Advisors reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 1,408 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2018, an estimated $26K.
Acorn Wealth Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $26K in Q2 2018.
69 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.