JY
DIAX

Jeff Yass’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Jeff Yass’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
2024
Q3 		– Sell
-10,601
Closed -$149K – 12171
2024
Q2 		$149K Sell
10,601
-471
-4% -$6.61K ﹤0.01% 10704
2024
Q1 		$162K Buy
+11,072
New +$160K ﹤0.01% 10830
2023
Q4 		– Sell
-10,581
Closed -$145K – 12509
2023
Q3 		$145K Buy
+10,581
New +$150K ﹤0.01% 10576
2018
Q2 		– Sell
-10,341
Closed -$184K – 9717
2018
Q1 		$184K Buy
+10,341
New +$190K ﹤0.01% 8380

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Jeff Yass's DIAX Position: Q3 2024 in Review

Jeff Yass sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2024, closing a stake of 10,601 shares — an estimated $149K sold.

Jeff Yass first reported a position in DIAX in Q1 2018 and held it in 4 quarters. The position peaked at $184K in Q1 2018. 86 funds tracked by Wall St. Rank hold DIAX as of Q3 2024.

  • Jeff Yass reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2024 after selling out during the quarter.
  • Jeff Yass sold 10,601 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2024, an estimated $149K.
  • Jeff Yass first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2018 and held it in 4 quarters.
  • Jeff Yass's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $184K in Q1 2018.
  • 86 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.