Ken Fisher
DIAX

Ken Fisher’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Ken Fisher’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
Q2 		– Sell
-26,182
Closed -$384K – 999
2024
Q1 		$384K Buy
+26,182
New +$378K ﹤0.01% 819

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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 $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Ken Fisher's DIAX Position: Q2 2024 in Review

Ken Fisher sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2024, closing a stake of 26,182 shares — an estimated $384K sold.

Ken Fisher first reported a position in DIAX in Q1 2024 and held it in 1 quarter. The position peaked at $384K in Q1 2024. 86 funds tracked by Wall St. Rank hold DIAX as of Q2 2024.

  • Ken Fisher reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2024 after selling out during the quarter.
  • Ken Fisher sold 26,182 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2024, an estimated $384K.
  • Ken Fisher first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2024 and held it in 1 quarter.
  • Ken Fisher's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $384K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2024.

Based on Fisher Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.