Baldwin Wealth Partners’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-2,592	Closed	-$36.6K	–	763
2023 Q2	$36.6K	Hold	2,592	–	–	﹤0.01%	457
2023 Q1	$38.1K	Hold	2,592	–	–	﹤0.01%	450
2022 Q4	$40.2K	Hold	2,592	–	–	﹤0.01%	443
2022 Q3	$35K	Hold	2,592	–	–	﹤0.01%	374
2022 Q2	$40K	Hold	2,592	–	–	0.01%	379
2022 Q1	$43K	Hold	2,592	–	–	﹤0.01%	391
2021 Q4	$46K	Hold	2,592	–	–	﹤0.01%	358
2021 Q3	$43K	Hold	2,592	–	–	﹤0.01%	368
2021 Q2	$44K	Hold	2,592	–	–	﹤0.01%	372
2021 Q1	$42K	Hold	2,592	–	–	0.01%	359
2020 Q4	$39K	Hold	2,592	–	–	﹤0.01%	344
2020 Q3	$35K	Hold	2,592	–	–	﹤0.01%	334
2020 Q2	$35K	Hold	2,592	–	–	0.01%	334
2020 Q1	$32K	Hold	2,592	–	–	0.01%	327
2019 Q4	$46K	Hold	2,592	–	–	0.01%	327
2019 Q3	$46K	Hold	2,592	–	–	0.01%	321
2019 Q2	$46K	Hold	2,592	–	–	0.01%	316
2019 Q1	$47K	Hold	2,592	–	–	0.01%	309
2018 Q4	$42K	Hold	2,592	–	–	0.01%	304
2018 Q3	$51K	Hold	2,592	–	–	0.01%	309
2018 Q2	$48K	Hold	2,592	–	–	0.01%	320
2018 Q1	$46K	Hold	2,592	–	–	0.01%	308
2017 Q4	$49K	Buy	+2,592	New	+$46.3K	0.01%	299

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

Baldwin Wealth Partners's DIAX Position: Q3 2023 in Review

Baldwin Wealth Partners sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2023, closing a stake of 2,592 shares — an estimated $36.6K sold.

Baldwin Wealth Partners first reported a position in DIAX in Q4 2017 and held it in 23 quarters. The position peaked at $51K in Q3 2018. 81 funds tracked by Wall St. Rank hold DIAX as of Q3 2023.

Baldwin Wealth Partners reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 2,592 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2023, an estimated $36.6K.
Baldwin Wealth Partners first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2017 and held it in 23 quarters.
Baldwin Wealth Partners's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $51K in Q3 2018.
81 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2023.

Based on Baldwin Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.