MPWT
DIAX

MassMutual Private Wealth & Trust’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q1 		– Sell
-312
Closed -$4.7K – 2381
2024
Q4 		$4.7K Buy
+312
New +$4.73K ﹤0.01% 1554
2015
Q1 		– Sell
-864
Closed -$13.3K – 742
2014
Q4 		$13.3K Buy
+864
New +$13.9K ﹤0.01% 376

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

MassMutual Private Wealth & Trust's DIAX Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2025, closing a stake of 312 shares — an estimated $4.7K sold.

MassMutual Private Wealth & Trust first reported a position in DIAX in Q4 2014 and held it in 2 quarters. The position peaked at $13.3K in Q4 2014. 100 funds tracked by Wall St. Rank hold DIAX as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 312 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2025, an estimated $4.7K.
  • MassMutual Private Wealth & Trust first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2014 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $13.3K in Q4 2014.
  • 100 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.