IA
DIAX

IFP Advisors’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

IFP 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
2023
Q1 		– Sell
-7,048
Closed -$140K – 3617
2022
Q4 		$140K Sell
7,048
-2,045
-22% -$31K ﹤0.01% 1551
2022
Q3 		$182K Buy
9,093
+354
+4% +$5.48K ﹤0.01% 1468
2022
Q2 		$175K Hold
8,739
– – 0.01% 1345
2022
Q1 		$175K Buy
+8,739
New +$146K 0.01% 1345
2019
Q1 		$190K Sell
10,550
-1,837
-15% -$32.3K 0.03% 486
2018
Q4 		$196K Sell
12,387
-4,892
-28% -$87.4K 0.01% 873
2018
Q3 		$342K Buy
17,279
+7,095
+70% +$136K 0.01% 825
2018
Q2 		$188K Buy
10,184
+1,425
+16% +$26.8K 0.01% 1091
2018
Q1 		$165K Hold
8,759
– – 0.01% 1077
2017
Q4 		$165K Buy
8,759
+419
+5% +$7.48K 0.01% 1084
2017
Q3 		$141K Buy
8,340
+260
+3% +$4.34K 0.01% 1352
2017
Q2 		$133K Buy
8,080
+620
+8% +$10K 0.01% 1370
2017
Q1 		$117K Buy
7,460
+2,455
+49% +$38.4K 0.01% 1403
2016
Q4 		$75K Buy
5,005
+1,373
+38% +$19.9K ﹤0.01% 1630
2016
Q3 		$52K Sell
3,632
-4,188
-54% -$61.3K ﹤0.01% 1781
2016
Q2 		$114K Sell
7,820
-2,730
-26% -$38.7K 0.01% 1254
2016
Q1 		$190K Buy
10,550
+2,000
+23% +$26.8K 0.03% 486
2015
Q4 		$123K Buy
+8,550
New +$122K 0.01% 1055

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

IFP Advisors's DIAX Position: Q1 2023 in Review

IFP Advisors sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2023, closing a stake of 7,048 shares — an estimated $140K sold.

IFP Advisors first reported a position in DIAX in Q4 2015 and held it in 18 quarters. The position peaked at $342K in Q3 2018. 83 funds tracked by Wall St. Rank hold DIAX as of Q1 2023.

  • IFP Advisors reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 7,048 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2023, an estimated $140K.
  • IFP Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $342K in Q3 2018.
  • 83 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.