Belpointe Asset Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-1,615	Closed	-$23.7K	–	1247
2023 Q1	$23.7K	Hold	1,615	–	–	﹤0.01%	2215
2022 Q4	$25.1K	Buy	+1,615	New	+$24.5K	﹤0.01%	2021
2022 Q1	–	Sell	-5,630	Closed	-$100K	–	1238
2021 Q4	$100K	Buy	+5,630	New	+$98.3K	0.01%	1191

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

Belpointe Asset Management's DIAX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2023, closing a stake of 1,615 shares — an estimated $23.7K sold.

Belpointe Asset Management first reported a position in DIAX in Q4 2021 and held it in 3 quarters. The position peaked at $100K in Q4 2021. 82 funds tracked by Wall St. Rank hold DIAX as of Q2 2023.

Belpointe Asset Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,615 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2023, an estimated $23.7K.
Belpointe Asset Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2021 and held it in 3 quarters.
Belpointe Asset Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $100K in Q4 2021.
82 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.