AWM
DIAX

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

Avior 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
2025
Q1 		– Sell
-3,570
Closed -$53.8K – 1144
2024
Q4 		$53.8K Hold
3,570
– – ﹤0.01% 1122
2024
Q3 		$53K Sell
3,570
-133
-4% -$1.91K ﹤0.01% 1095
2024
Q2 		$51.9K Buy
3,703
+66
+2% +$926 ﹤0.01% 1074
2024
Q1 		$53.3K Hold
3,637
– – ﹤0.01% 1208
2023
Q4 		$50.9K Buy
3,637
+401
+12% +$5.46K ﹤0.01% 724
2023
Q3 		$44.3K Buy
3,236
+64
+2% +$905 ﹤0.01% 783
2023
Q2 		$44.8K Buy
3,172
+61
+2% +$884 ﹤0.01% 789
2023
Q1 		$45.7K Hold
3,111
– – ﹤0.01% 789
2022
Q4 		$48.3K Buy
3,111
+119
+4% +$1.81K ﹤0.01% 634
2022
Q3 		$40K Buy
2,992
+54
+2% +$837 ﹤0.01% 637
2022
Q2 		$44K Buy
2,938
+50
+2% +$800 ﹤0.01% 590
2022
Q1 		$47K Hold
2,888
– – ﹤0.01% 604
2021
Q4 		$51K Buy
2,888
+88
+3% +$1.54K ﹤0.01% 588
2021
Q3 		$46K Buy
+2,800
New +$48.3K ﹤0.01% 571

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Avior Wealth Management's DIAX Position: Q1 2025 in Review

Avior Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2025, closing a stake of 3,570 shares — an estimated $53.8K sold.

Avior Wealth Management first reported a position in DIAX in Q3 2021 and held it in 14 quarters. The position peaked at $53.8K in Q4 2024. 100 funds tracked by Wall St. Rank hold DIAX as of Q1 2025.

  • Avior Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,570 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2025, an estimated $53.8K.
  • Avior Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2021 and held it in 14 quarters.
  • Avior Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $53.8K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.