NWF Advisory Services’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

NWF Advisory Services’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	-10,396	Closed	-$154K	–	313
2024 Q3	$154K	Hold	10,396	–	–	0.02%	317
2024 Q2	$146K	Hold	10,396	–	–	0.02%	290
2024 Q1	$152K	Hold	10,396	–	–	0.03%	296
2023 Q4	$146K	Hold	10,396	–	–	0.03%	271
2023 Q3	$142K	Buy	+10,396	New	+$147K	0.03%	255

Other funds holding DIAX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

NWF Advisory Services's DIAX Position: Q4 2024 in Review

NWF Advisory Services sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2024, closing a stake of 10,396 shares — an estimated $154K sold.

NWF Advisory Services first reported a position in DIAX in Q3 2023 and held it in 5 quarters. The position peaked at $154K in Q3 2024. 90 funds tracked by Wall St. Rank hold DIAX as of Q4 2024.

NWF Advisory Services reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2024 after selling out during the quarter.
NWF Advisory Services sold 10,396 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2024, an estimated $154K.
NWF Advisory Services first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2023 and held it in 5 quarters.
NWF Advisory Services's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $154K in Q3 2024.
90 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2024.

Based on NWF Advisory Services's 13F filing for Q4 2024, filed 14 May 2025.