Mercer Global Advisors
DIAX

Mercer Global Advisors’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Mercer Global Advisors’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
Q1 		– Sell
-11,072
Closed -$155K – 2049
2023
Q4 		$155K Buy
+11,072
New +$151K ﹤0.01% 1873
2023
Q2 		– Sell
-16,620
Closed -$244K – 1949
2023
Q1 		$244K Buy
+16,620
New +$252K ﹤0.01% 1625

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Mercer Global Advisors's DIAX Position: Q1 2024 in Review

Mercer Global Advisors sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2024, closing a stake of 11,072 shares — an estimated $155K sold.

Mercer Global Advisors first reported a position in DIAX in Q1 2023 and held it in 2 quarters. The position peaked at $244K in Q1 2023. 84 funds tracked by Wall St. Rank hold DIAX as of Q1 2024.

  • Mercer Global Advisors reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 11,072 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2024, an estimated $155K.
  • Mercer Global Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2023 and held it in 2 quarters.
  • Mercer Global Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $244K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2024.

Based on Mercer Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.