CA
DIAX

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

Clearstead 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
2022
Q2 		– Sell
-1,550
Closed -$26K – 1316
2022
Q1 		$26K Hold
1,550
– – ﹤0.01% 805
2021
Q4 		$28K Buy
+1,550
New +$27.1K ﹤0.01% 748
2020
Q2 		– Sell
-500
Closed -$6K – 795
2020
Q1 		$6K Buy
+500
New +$8.04K ﹤0.01% 620

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Clearstead Advisors's DIAX Position: Q2 2022 in Review

Clearstead Advisors sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2022, closing a stake of 1,550 shares — an estimated $26K sold.

Clearstead Advisors first reported a position in DIAX in Q1 2020 and held it in 3 quarters. The position peaked at $28K in Q4 2021. 80 funds tracked by Wall St. Rank hold DIAX as of Q2 2022.

  • Clearstead Advisors reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2022 after selling out during the quarter.
  • Clearstead Advisors sold 1,550 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2022, an estimated $26K.
  • Clearstead Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2020 and held it in 3 quarters.
  • Clearstead Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $28K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.