Pinnacle Bancorp’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Pinnacle Bancorp’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	-2,181	Closed	-$37K	–	727
2021 Q2	$37K	Hold	2,181	–	–	0.02%	398
2021 Q1	$35K	Hold	2,181	–	–	0.02%	395
2020 Q4	$33K	Hold	2,181	–	–	0.02%	386
2020 Q3	$30K	Hold	2,181	–	–	0.02%	381
2020 Q2	$30K	Hold	2,181	–	–	0.02%	360
2020 Q1	$27K	Hold	2,181	–	–	0.02%	347
2019 Q4	$39K	Hold	2,181	–	–	0.03%	342
2019 Q3	$39K	Hold	2,181	–	–	0.02%	340
2019 Q2	$38K	Hold	2,181	–	–	0.02%	349
2019 Q1	$39K	Hold	2,181	–	–	0.02%	333
2018 Q4	$35K	Buy	+2,181	New	+$39K	0.02%	337

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

Pinnacle Bancorp's DIAX Position: Q3 2021 in Review

Pinnacle Bancorp sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2021, closing a stake of 2,181 shares — an estimated $37K sold.

Pinnacle Bancorp first reported a position in DIAX in Q4 2018 and held it in 11 quarters. The position peaked at $39K in Q4 2019. 79 funds tracked by Wall St. Rank hold DIAX as of Q3 2021.

Pinnacle Bancorp reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2021 after selling out during the quarter.
Pinnacle Bancorp sold 2,181 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2021, an estimated $37K.
Pinnacle Bancorp first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2018 and held it in 11 quarters.
Pinnacle Bancorp's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $39K in Q4 2019.
79 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2021.

Based on Pinnacle Bancorp's 13F filing for Q3 2021, filed 12 Oct 2021.