Capital Wealth Alliance’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Capital Wealth Alliance’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
2022 Q1	–	Sell	-11,647	Closed	-$206K	–	138
2021 Q4	$206K	Buy	11,647 +21	+0.2%	+$366	0.12%	131
2021 Q3	$202K	Buy	11,626 +23	+0.2%	+$397	0.12%	135
2021 Q2	$195K	Buy	11,603 +45	+0.4%	+$757	0.12%	127
2021 Q1	$187K	Buy	11,558 +787	+7%	+$12.1K	0.13%	125
2020 Q4	$161K	Buy	+10,771	New	+$154K	0.12%	119
2020 Q3	–	Sell	-10,728	Closed	-$148K	–	106
2020 Q2	$146K	Sell	10,728 -3,181	-23%	-$42.5K	0.15%	84
2020 Q1	$174K	Hold	13,909	–	–	0.18%	78
2019 Q4	$244K	Buy	+13,909	New	+$248K	0.2%	74

Other funds holding DIAX

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

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

RJFSA

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Wealth Alliance's DIAX Position: Q1 2022 in Review

Capital Wealth Alliance sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2022, closing a stake of 11,647 shares — an estimated $206K sold.

Capital Wealth Alliance first reported a position in DIAX in Q4 2019 and held it in 8 quarters. The position peaked at $244K in Q4 2019. 77 funds tracked by Wall St. Rank hold DIAX as of Q1 2022.

Capital Wealth Alliance reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2022 after selling out during the quarter.
Capital Wealth Alliance sold 11,647 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2022, an estimated $206K.
Capital Wealth Alliance first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2019 and held it in 8 quarters.
Capital Wealth Alliance's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $244K in Q4 2019.
77 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2022.

Based on Capital Wealth Alliance's 13F filing for Q1 2022, filed 16 May 2022.