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

Liberty Wealth 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
2021 Q4	–	Sell	-771	Closed	-$13K	–	392
2021 Q3	$13K	Buy	771 +13	+2%	+$224	﹤0.01%	752
2021 Q2	$13K	Buy	758 +13	+2%	+$219	0.01%	588
2021 Q1	$11K	Hold	745	–	–	0.01%	567
2020 Q4	$11K	Buy	745 +27	+4%	+$386	0.01%	562
2020 Q3	$10K	Buy	718 +14	+2%	+$193	0.01%	513
2020 Q2	$10K	Sell	704 -1,191	-63%	-$15.9K	0.01%	488
2020 Q1	$24K	Hold	1,895	–	–	0.02%	325
2019 Q4	$33K	Buy	1,895 +22	+1%	+$392	0.03%	325
2019 Q3	$33K	Buy	1,873 +11	+0.6%	+$194	0.03%	308
2019 Q2	$33K	Buy	1,862 +1,219	+190%	+$21.5K	0.03%	319
2019 Q1	$11K	Hold	643	–	–	0.01%	419
2018 Q4	$10K	Buy	+643	New	+$11.5K	0.01%	422

Other funds holding DIAX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Liberty Wealth Management's DIAX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2021, closing a stake of 771 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in DIAX in Q4 2018 and held it in 12 quarters. The position peaked at $33K in Q4 2019. 77 funds tracked by Wall St. Rank hold DIAX as of Q4 2021.

Liberty Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 771 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2021, an estimated $13K.
Liberty Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $33K in Q4 2019.
77 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.