LOIM
DIAX

Liberty One Investment Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Liberty One Investment Management’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
Q4 		– Sell
-3,872
Closed -$57.5K – 159
2024
Q3 		$57.5K Sell
3,872
-1,075
-22% -$15.4K 0.01% 152
2024
Q2 		$69K Sell
4,947
-1,215
-20% -$17K 0.01% 153
2024
Q1 		$90.3K Sell
6,162
-1,128
-15% -$16.3K 0.01% 154
2023
Q4 		$102K Buy
7,290
+228
+3% +$3.11K 0.01% 135
2023
Q3 		$96.8K Buy
7,062
+60
+0.9% +$848 0.01% 125
2023
Q2 		$98.8K Sell
7,002
-1,187
-14% -$17.2K 0.01% 134
2023
Q1 		$120K Sell
8,189
-13,875
-63% -$211K 0.02% 126
2022
Q4 		$342K Sell
22,064
-2,410
-10% -$36.6K 0.05% 109
2022
Q3 		$330K Sell
24,474
-13,240
-35% -$205K 0.05% 109
2022
Q2 		$642K Buy
37,714
+3,673
+11% +$58.7K 0.11% 106
2022
Q1 		$565K Sell
34,041
-46
-0.1% -$771 0.09% 105
2021
Q4 		$606K Sell
34,087
-4,036
-11% -$70.4K 0.09% 107
2021
Q3 		$639K Buy
38,123
+409
+1% +$7.06K 0.11% 106
2021
Q2 		$642K Sell
37,714
-5,045
-12% -$84.8K 0.11% 107
2021
Q1 		$695K Sell
42,759
-109
-0.3% -$1.68K 0.12% 107
2020
Q4 		$652K Sell
42,868
-1,697
-4% -$24.3K 0.12% 105
2020
Q3 		$603K Sell
44,565
-9,692
-18% -$134K 0.12% 105
2020
Q2 		$738K Buy
54,257
+27,571
+103% +$368K 0.17% 77
2020
Q1 		$334K Sell
26,686
-1,568
-6% -$25.2K 0.09% 104
2019
Q4 		$499K Buy
+28,254
New +$503K 0.11% 104

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Liberty One Investment Management's DIAX Position: Q4 2024 in Review

Liberty One Investment Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2024, closing a stake of 3,872 shares — an estimated $57.5K sold.

Liberty One Investment Management first reported a position in DIAX in Q4 2019 and held it in 20 quarters. The position peaked at $738K in Q2 2020. 90 funds tracked by Wall St. Rank hold DIAX as of Q4 2024.

  • Liberty One Investment Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 3,872 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2024, an estimated $57.5K.
  • Liberty One Investment Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2019 and held it in 20 quarters.
  • Liberty One Investment Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $738K in Q2 2020.
  • 90 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2024.

Based on Liberty One Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.