ODG
DIAX

O'Dell Group’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

O'Dell Group’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
Q3 		– Sell
-313
Closed -$4.42K – 165
2023
Q2 		$4.42K Buy
+313
New +$4.54K ﹤0.01% 395
2022
Q2 		– Sell
-313
Closed -$5K – 483
2022
Q1 		$5K Hold
313
– – ﹤0.01% 383
2021
Q4 		$6K Hold
313
– – ﹤0.01% 367
2021
Q3 		$5K Buy
+313
New +$5.4K ﹤0.01% 372

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

O'Dell Group's DIAX Position: Q3 2023 in Review

O'Dell Group sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2023, closing a stake of 313 shares — an estimated $4.42K sold.

O'Dell Group first reported a position in DIAX in Q3 2021 and held it in 4 quarters. The position peaked at $6K in Q4 2021. 81 funds tracked by Wall St. Rank hold DIAX as of Q3 2023.

  • O'Dell Group reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2023 after selling out during the quarter.
  • O'Dell Group sold 313 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2023, an estimated $4.42K.
  • O'Dell Group first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2021 and held it in 4 quarters.
  • O'Dell Group's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $6K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2023.

Based on O'Dell Group's 13F filing for Q3 2023, filed 13 Nov 2023.