AWM
DIAX

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

Adams 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
2020
Q4 		– Sell
-9,672
Closed -$131K – 140
2020
Q3 		$131K Sell
9,672
-10,790
-53% -$149K 0.1% 70
2020
Q2 		$278K Sell
20,462
-786
-4% -$10.5K 0.28% 47
2020
Q1 		$266K Sell
21,248
-3,538
-14% -$56.9K 0.33% 51
2019
Q4 		$438K Buy
+24,786
New +$441K 0.37% 66

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Adams Wealth Management's DIAX Position: Q4 2020 in Review

Adams Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2020, closing a stake of 9,672 shares — an estimated $131K sold.

Adams Wealth Management first reported a position in DIAX in Q4 2019 and held it in 4 quarters. The position peaked at $438K in Q4 2019. 91 funds tracked by Wall St. Rank hold DIAX as of Q4 2020.

  • Adams Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 9,672 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2020, an estimated $131K.
  • Adams Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2019 and held it in 4 quarters.
  • Adams Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $438K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.