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

BDO 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
2023 Q2	$253K	Sell	17,901 -598	-3%	-$8.66K	0.03%	232
2023 Q1	$272K	Sell	18,499 -5,902	-24%	-$89.6K	0.03%	218
2022 Q4	$378K	Sell	24,401 -4,933	-17%	-$74.9K	0.05%	196
2022 Q3	$396K	Hold	29,334	–	–	0.05%	190
2022 Q2	$448K	Hold	29,334	–	–	0.06%	184
2022 Q1	$487K	Hold	29,334	–	–	0.05%	184
2021 Q4	$521K	Sell	29,334 -2,162	-7%	-$37.7K	0.06%	181
2021 Q3	$528K	Sell	31,496 -421	-1%	-$7.26K	0.06%	177
2021 Q2	$543K	Sell	31,917 -163	-0.5%	-$2.74K	0.06%	176
2021 Q1	$521K	Buy	+32,080	New	+$493K	0.06%	173

Other funds holding DIAX

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

RJFSA

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

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

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

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

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

AAM

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

BDO Wealth Advisors's DIAX Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) stake by 3.2% in Q2 2023, selling an estimated $8.66K and leaving 17,901 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #232.

BDO Wealth Advisors first reported a position in DIAX in Q1 2021 and has held it in 10 quarters since. The position peaked at $543K in Q2 2021. 82 funds tracked by Wall St. Rank hold DIAX as of Q2 2023.

BDO Wealth Advisors held 17,901 shares of Nuveen Dow 30SM Dynamic Overwrite Fund worth $253K as of Q2 2023.
BDO Wealth Advisors sold 598 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2023, an estimated $8.66K.
Nuveen Dow 30SM Dynamic Overwrite Fund made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #232 holding.
BDO Wealth Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $543K in Q2 2021.
82 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.