Leo Brokerage’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Leo Brokerage’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 Q2	$325K	Hold	23,000	–	–	0.04%	232
2023 Q1	$338K	Buy	+23,000	New	+$349K	0.05%	215
2022 Q2	$351K	Hold	23,000	–	–	0.09%	126
2022 Q1	$382K	Buy	+23,000	New	+$385K	0.06%	166
2021 Q3	$385K	Hold	23,000	–	–	0.07%	125
2021 Q2	$391K	Hold	23,000	–	–	0.08%	131
2021 Q1	$374K	Hold	23,000	–	–	0.11%	130
2020 Q4	$350K	Buy	+23,000	New	+$329K	0.11%	121

Other funds holding DIAX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Leo Brokerage's DIAX Position: Q2 2023 in Review

Leo Brokerage held its Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) position steady in Q2 2023 at 23,000 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #232.

Leo Brokerage first reported a position in DIAX in Q4 2020 and has held it in 8 quarters since. The position peaked at $391K in Q2 2021. 82 funds tracked by Wall St. Rank hold DIAX as of Q2 2023.

Leo Brokerage held 23,000 shares of Nuveen Dow 30SM Dynamic Overwrite Fund worth $325K as of Q2 2023.
Leo Brokerage left its Nuveen Dow 30SM Dynamic Overwrite Fund share count unchanged in Q2 2023.
Nuveen Dow 30SM Dynamic Overwrite Fund made up 0.04% of Leo Brokerage's portfolio in Q2 2023, its #232 holding.
Leo Brokerage first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2020 and has held it in 8 quarters since.
Leo Brokerage's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $391K in Q2 2021.
82 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.