Cary Street Partners Investment Advisory’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Cary Street Partners Investment Advisory’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	-300	Closed	-$4.4K	–	1757
2023 Q1	$4.4K	Sell	300 -200	-40%	-$3.04K	﹤0.01%	1359
2022 Q4	$7.75K	Buy	+500	New	+$7.59K	﹤0.01%	1212

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 $786B AUM 40.34% 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 $15.9B AUM 53.4% 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 $11.4B AUM 5.66% 1-Year Est. Return

Cary Street Partners Investment Advisory's DIAX Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2023, closing a stake of 300 shares — an estimated $4.4K sold.

Cary Street Partners Investment Advisory first reported a position in DIAX in Q4 2022 and held it in 2 quarters. The position peaked at $7.75K in Q4 2022. 82 funds tracked by Wall St. Rank hold DIAX as of Q2 2023.

Cary Street Partners Investment Advisory reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 300 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2023, an estimated $4.4K.
Cary Street Partners Investment Advisory first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2022 and held it in 2 quarters.
Cary Street Partners Investment Advisory's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $7.75K in Q4 2022.
82 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.