CA
DIAX

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

Cetera 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
2024
Q1 		$308K Buy
+20,990
New +$303K ﹤0.01% 1923
2015
Q4 		– Sell
-16,366
Closed -$218K – 728
2015
Q3 		$218K Buy
+16,366
New +$234K 0.02% 582

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Cetera Advisors's DIAX Position: Q1 2024 in Review

Cetera Advisors opened a new position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2024: 20,990 shares worth $308K. The stake represents ﹤0.01% of the portfolio and ranks #1923 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in DIAX as recently as Q3 2015.

Cetera Advisors first reported a position in DIAX in Q3 2015 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold DIAX as of Q1 2024.

  • Cetera Advisors held 20,990 shares of Nuveen Dow 30SM Dynamic Overwrite Fund worth $308K as of Q1 2024.
  • Nuveen Dow 30SM Dynamic Overwrite Fund was a new Cetera Advisors position in Q1 2024.
  • Nuveen Dow 30SM Dynamic Overwrite Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1923 holding.
  • Cetera Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2015 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.