HCIA
DIAX

Hochman Cole Investment Advisors’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Hochman Cole Investment 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
2021
Q2 		– Sell
-42,812
Closed -$696K – 128
2021
Q1 		$696K Buy
42,812
+672
+2% +$10.3K 0.29% 62
2020
Q4 		$641K Buy
+42,140
New +$602K 0.28% 59

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Hochman Cole Investment Advisors's DIAX Position: Q2 2021 in Review

Hochman Cole Investment Advisors sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2021, closing a stake of 42,812 shares — an estimated $696K sold.

Hochman Cole Investment Advisors first reported a position in DIAX in Q4 2020 and held it in 2 quarters. The position peaked at $696K in Q1 2021. 89 funds tracked by Wall St. Rank hold DIAX as of Q2 2021.

  • Hochman Cole Investment Advisors reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2021 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 42,812 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2021, an estimated $696K.
  • Hochman Cole Investment Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2020 and held it in 2 quarters.
  • Hochman Cole Investment Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $696K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q2 2021, filed 23 Aug 2021.