FMP
DIAX

Financial Management Professionals’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Financial Management Professionals’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
-333
Closed -$5K – 954
2023
Q1 		$5K Buy
+333
New +$5.06K ﹤0.01% 675

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
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
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
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 $10.4B AUM 4.78% 1-Year Est. Return

Financial Management Professionals's DIAX Position: Q2 2023 in Review

Financial Management Professionals sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2023, closing a stake of 333 shares — an estimated $5K sold.

Financial Management Professionals first reported a position in DIAX in Q1 2023 and held it in 1 quarter. The position peaked at $5K in Q1 2023. 82 funds tracked by Wall St. Rank hold DIAX as of Q2 2023.

  • Financial Management Professionals reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 333 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2023, an estimated $5K.
  • Financial Management Professionals first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2023 and held it in 1 quarter.
  • Financial Management Professionals's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $5K in Q1 2023.
  • 82 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.