KIG
DIAX

Kowal Investment Group’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-198
Closed -$3K – 328
2021
Q3 		$3K Buy
+198
New +$3.42K ﹤0.01% 729

Other funds holding DIAX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kowal Investment Group's DIAX Position: Q4 2021 in Review

Kowal Investment Group sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2021, closing a stake of 198 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in DIAX in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 77 funds tracked by Wall St. Rank hold DIAX as of Q4 2021.

  • Kowal Investment Group reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 198 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2021, an estimated $3K.
  • Kowal Investment Group first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $3K in Q3 2021.
  • 77 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.