MTWM
DIAX

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

Masso Torrence 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
2022
Q1 		– Sell
-1,283
Closed -$23K – 145
2021
Q4 		$23K Buy
+1,283
New +$22.4K 0.02% 206

Other funds holding DIAX

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Masso Torrence Wealth Management's DIAX Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2022, closing a stake of 1,283 shares — an estimated $23K sold.

Masso Torrence Wealth Management first reported a position in DIAX in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 77 funds tracked by Wall St. Rank hold DIAX as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 1,283 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2022, an estimated $23K.
  • Masso Torrence Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $23K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.