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

FourThought Financial’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 Q3	$16K	Hold	1,156	–	–	﹤0.01%	915
2022 Q2	$18K	Hold	1,156	–	–	﹤0.01%	891
2022 Q1	$19K	Hold	1,156	–	–	﹤0.01%	915
2021 Q4	$21K	Hold	1,156	–	–	﹤0.01%	914
2021 Q3	$19K	Hold	1,156	–	–	﹤0.01%	960
2021 Q2	$19K	Hold	1,156	–	–	﹤0.01%	953
2021 Q1	$18K	Hold	1,156	–	–	﹤0.01%	920
2020 Q4	$17K	Buy	+1,156	New	+$16.5K	﹤0.01%	910

Other funds holding DIAX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

FourThought Financial's DIAX Position: Q3 2022 in Review

FourThought Financial held its Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) position steady in Q3 2022 at 1,156 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

FourThought Financial first reported a position in DIAX in Q4 2020 and has held it in 8 quarters since. The position peaked at $21K in Q4 2021. 73 funds tracked by Wall St. Rank hold DIAX as of Q3 2022.

FourThought Financial held 1,156 shares of Nuveen Dow 30SM Dynamic Overwrite Fund worth $16K as of Q3 2022.
FourThought Financial left its Nuveen Dow 30SM Dynamic Overwrite Fund share count unchanged in Q3 2022.
Nuveen Dow 30SM Dynamic Overwrite Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #915 holding.
FourThought Financial first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $21K in Q4 2021.
73 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.