Carson Wealth (CWM LLC)
DIAX

Carson Wealth (CWM LLC)’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q4 		– Sell
-250
Closed -$4K – 4953
2024
Q3 		$4K Hold
250
– – ﹤0.01% 4170
2024
Q2 		$4K Hold
250
– – ﹤0.01% 3942
2024
Q1 		$4K Buy
+250
New +$3.61K ﹤0.01% 3745
2023
Q3 		– Sell
-15
Closed – – 4240
2023
Q2 		$0 Buy
+15
New +$217 ﹤0.01% 4222
2023
Q1 		– Sell
-10
Closed – – 4106
2022
Q4 		$0 Hold
10
– – ﹤0.01% 4017
2022
Q3 		$0 Hold
10
– – ﹤0.01% 3962
2022
Q2 		$0 Buy
+10
New +$160 ﹤0.01% 3848
2022
Q1 		– Sell
-7,871
Closed -$140K – 3584
2021
Q4 		$140K Buy
+7,871
New +$137K ﹤0.01% 1171
2021
Q2 		$134K Hold
7,871
– – ﹤0.01% 1032
2021
Q1 		$134K Hold
7,871
– – ﹤0.01% 1032
2020
Q4 		$134K Hold
7,871
– – ﹤0.01% 1032
2020
Q3 		$134K Hold
7,871
– – ﹤0.01% 1032
2020
Q2 		$134K Hold
7,871
– – ﹤0.01% 1032
2020
Q1 		$134K Hold
7,871
– – ﹤0.01% 1032
2019
Q4 		$134K Hold
7,871
– – ﹤0.01% 1032
2019
Q3 		$134K Hold
7,871
– – ﹤0.01% 1032
2019
Q2 		$134K Hold
7,871
– – ﹤0.01% 1032
2019
Q1 		$134K Buy
7,871
+7,196
+1,066% +$127K ﹤0.01% 1032
2018
Q4 		$11K Buy
+675
New +$12.1K ﹤0.01% 1297

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DIAX Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2024, closing a stake of 250 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in DIAX in Q4 2018 and held it in 19 quarters. The position peaked at $140K in Q4 2021. 90 funds tracked by Wall St. Rank hold DIAX as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 250 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2024, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2018 and held it in 19 quarters.
  • Carson Wealth (CWM LLC)'s Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $140K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.