Antonetti Capital Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Antonetti Capital 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 Q3	$18.7K	Hold	1,338	–	–	0.03%	163
2023 Q2	$18.9K	Hold	1,338	–	–	0.03%	169
2023 Q1	$19.6K	Hold	1,338	–	–	0.03%	173
2022 Q4	$20.8K	Hold	1,338	–	–	0.03%	168
2022 Q3	$18K	Hold	1,338	–	–	0.02%	175
2022 Q2	$20K	Hold	1,338	–	–	0.02%	174
2022 Q1	$22K	Hold	1,338	–	–	0.02%	196
2021 Q4	$24K	Hold	1,338	–	–	0.02%	224
2021 Q3	$22K	Buy	+1,338	New	+$23.1K	0.02%	239

Other funds holding DIAX

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

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

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

Antonetti Capital Management's DIAX Position: Q3 2023 in Review

Antonetti Capital Management held its Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) position steady in Q3 2023 at 1,338 shares worth $18.7K. The position accounts for 0.03% of the portfolio, ranked #163.

Antonetti Capital Management first reported a position in DIAX in Q3 2021 and has held it in 9 quarters since. The position peaked at $24K in Q4 2021. 81 funds tracked by Wall St. Rank hold DIAX as of Q3 2023.

Antonetti Capital Management held 1,338 shares of Nuveen Dow 30SM Dynamic Overwrite Fund worth $18.7K as of Q3 2023.
Antonetti Capital Management left its Nuveen Dow 30SM Dynamic Overwrite Fund share count unchanged in Q3 2023.
Nuveen Dow 30SM Dynamic Overwrite Fund made up 0.03% of Antonetti Capital Management's portfolio in Q3 2023, its #163 holding.
Antonetti Capital Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $24K in Q4 2021.
81 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.