JO
DIAX

John Overdeck’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

John Overdeck’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
-25,139
Closed -$352K – 3158
2024
Q2 		$352K Buy
+25,139
New +$353K ﹤0.01% 2525

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

John Overdeck's DIAX Position: Q3 2024 in Review

John Overdeck sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2024, closing a stake of 25,139 shares — an estimated $352K sold.

John Overdeck first reported a position in DIAX in Q2 2024 and held it in 1 quarter. The position peaked at $352K in Q2 2024. 86 funds tracked by Wall St. Rank hold DIAX as of Q3 2024.

  • John Overdeck reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2024 after selling out during the quarter.
  • John Overdeck sold 25,139 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2024, an estimated $352K.
  • John Overdeck first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2024 and held it in 1 quarter.
  • John Overdeck's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $352K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2024.

Based on Two Sigma Investments's 13F filing for Q3 2024, filed 14 Nov 2024.