Parisi Gray Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Parisi Gray 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
2021 Q3	–	Sell	-6,000	Closed	-$102K	–	243
2021 Q2	$102K	Buy	+6,000	New	+$101K	0.04%	199
2019 Q2	–	Sell	-6,263	Closed	-$113K	–	201
2019 Q1	$113K	Hold	6,263	–	–	0.07%	129
2018 Q4	$99K	Hold	6,263	–	–	0.07%	132
2018 Q3	$123K	Hold	6,263	–	–	0.08%	130
2018 Q2	$115K	Hold	6,263	–	–	0.08%	133
2018 Q1	$110K	Hold	6,263	–	–	0.08%	127
2017 Q4	$119K	Buy	+6,263	New	+$112K	0.09%	123

Other funds holding DIAX

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Parisi Gray Wealth Management's DIAX Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2021, closing a stake of 6,000 shares — an estimated $102K sold.

Parisi Gray Wealth Management first reported a position in DIAX in Q4 2017 and held it in 7 quarters. The position peaked at $123K in Q3 2018. 79 funds tracked by Wall St. Rank hold DIAX as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 6,000 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2021, an estimated $102K.
Parisi Gray Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $123K in Q3 2018.
79 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.