LSC
DIAX

Logan Stone Capital’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Logan Stone Capital’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
-22,308
Closed -$331K – 122
2024
Q3 		$331K Sell
22,308
-10,603
-32% -$152K 0.08% 112
2024
Q2 		$461K Sell
32,911
-5,169
-14% -$72.5K 0.12% 120
2024
Q1 		$558K Sell
38,080
-32,960
-46% -$476K 0.12% 103
2023
Q4 		$995K Buy
+71,040
New +$968K 0.2% 93

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Logan Stone Capital's DIAX Position: Q4 2024 in Review

Logan Stone Capital sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2024, closing a stake of 22,308 shares — an estimated $331K sold.

Logan Stone Capital first reported a position in DIAX in Q4 2023 and held it in 4 quarters. The position peaked at $995K in Q4 2023. 90 funds tracked by Wall St. Rank hold DIAX as of Q4 2024.

  • Logan Stone Capital reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2024 after selling out during the quarter.
  • Logan Stone Capital sold 22,308 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2024, an estimated $331K.
  • Logan Stone Capital first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2023 and held it in 4 quarters.
  • Logan Stone Capital's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $995K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2024.

Based on Logan Stone Capital's 13F filing for Q4 2024, filed 14 Feb 2025.