MCC
DIAX

Money Concepts Capital’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Money Concepts 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
2023
Q2 		– Sell
-22,678
Closed -$246K – 387
2023
Q1 		$246K Sell
22,678
-7,720
-25% -$117K 0.01% 381
2022
Q4 		$471K Buy
30,398
+2,762
+10% +$41.9K 0.02% 446
2022
Q3 		$373K Buy
27,636
+23,236
+528% +$360K 0.02% 333
2022
Q2 		$68K Sell
4,400
-4,427
-50% -$70.8K 0.01% 651
2022
Q1 		$147K Buy
+8,827
New +$148K 0.01% 845

Other funds holding DIAX

Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
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
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Money Concepts Capital's DIAX Position: Q2 2023 in Review

Money Concepts Capital sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2023, closing a stake of 22,678 shares — an estimated $246K sold.

Money Concepts Capital first reported a position in DIAX in Q1 2022 and held it in 5 quarters. The position peaked at $471K in Q4 2022. 82 funds tracked by Wall St. Rank hold DIAX as of Q2 2023.

  • Money Concepts Capital reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2023 after selling out during the quarter.
  • Money Concepts Capital sold 22,678 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2023, an estimated $246K.
  • Money Concepts Capital first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2022 and held it in 5 quarters.
  • Money Concepts Capital's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $471K in Q4 2022.
  • 82 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.