FFWM
DIAX

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

Future Financial Wealth Management’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
-564
Closed -$9K – 204
2022
Q1 		$9K Hold
564
– – 0.01% 430
2021
Q4 		$10K Buy
+564
New +$9.84K 0.01% 428

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

Future Financial Wealth Management's DIAX Position: Q2 2022 in Review

Future Financial Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2022, closing a stake of 564 shares — an estimated $9K sold.

Future Financial Wealth Management first reported a position in DIAX in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 80 funds tracked by Wall St. Rank hold DIAX as of Q2 2022.

  • Future Financial Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 564 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2022, an estimated $9K.
  • Future Financial Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2021 and held it in 2 quarters.
  • Future Financial Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $10K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.