Princeton Global Asset Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Princeton Global Asset 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
2024 Q4	–	Sell	-1,287	Closed	-$19.1K	–	659
2024 Q3	$19.1K	Buy	+1,287	New	+$18.5K	﹤0.01%	426
2023 Q4	–	Sell	-5,370	Closed	-$73.6K	–	653
2023 Q3	$73.6K	Hold	5,370	–	–	0.02%	218
2023 Q2	$75.8K	Sell	5,370 -1,485	-22%	-$21.5K	0.02%	219
2023 Q1	$101K	Hold	6,855	–	–	0.03%	205
2022 Q4	$106K	Hold	6,855	–	–	0.03%	183
2022 Q3	$92K	Hold	6,855	–	–	0.03%	190
2022 Q2	$105K	Hold	6,855	–	–	0.03%	191
2022 Q1	$114K	Buy	6,855 +1,500	+28%	+$25.1K	0.03%	195
2021 Q4	$95K	Hold	5,355	–	–	0.03%	213
2021 Q3	$90K	Hold	5,355	–	–	0.03%	210
2021 Q2	$91K	Sell	5,355 -1,886	-26%	-$31.7K	0.03%	211
2021 Q1	$118K	Buy	7,241 +5,671	+361%	+$87.1K	0.04%	189
2020 Q4	$24K	Buy	1,570 +700	+80%	+$10K	0.01%	313
2020 Q3	$12K	Buy	+870	New	+$12K	﹤0.01%	340

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 $3.04B AUM 36.62% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Princeton Global Asset Management's DIAX Position: Q4 2024 in Review

Princeton Global Asset Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2024, closing a stake of 1,287 shares — an estimated $19.1K sold.

Princeton Global Asset Management first reported a position in DIAX in Q3 2020 and held it in 14 quarters. The position peaked at $118K in Q1 2021. 90 funds tracked by Wall St. Rank hold DIAX as of Q4 2024.

Princeton Global Asset Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2024 after selling out during the quarter.
Princeton Global Asset Management sold 1,287 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2024, an estimated $19.1K.
Princeton Global Asset Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2020 and held it in 14 quarters.
Princeton Global Asset Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $118K in Q1 2021.
90 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2024.

Based on Princeton Global Asset Management's 13F filing for Q4 2024, filed 24 Jan 2025.