CASC
DIAX

Coppell Advisory Solutions Corp’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-335
Closed -$5.2K – 423
2022
Q4 		$5.2K Buy
+335
New +$5.08K ﹤0.01% 714

Other funds holding DIAX

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

Coppell Advisory Solutions Corp's DIAX Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2023, closing a stake of 335 shares — an estimated $5.2K sold.

Coppell Advisory Solutions Corp first reported a position in DIAX in Q4 2022 and held it in 1 quarter. The position peaked at $5.2K in Q4 2022. 83 funds tracked by Wall St. Rank hold DIAX as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 335 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2023, an estimated $5.2K.
  • Coppell Advisory Solutions Corp first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $5.2K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.