Register Financial Advisors’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,380	Closed	-$19.3K	–	409
2024 Q2	$19.3K	Hold	1,380	–	–	0.01%	456
2024 Q1	$20.2K	Buy	+1,380	New	+$19.9K	0.01%	449
2023 Q4	–	Sell	-1,380	Closed	-$18.9K	–	392
2023 Q3	$18.9K	Sell	1,380 -4,766	-78%	-$67.4K	0.01%	351
2023 Q2	$86.7K	Hold	6,146	–	–	0.06%	217
2023 Q1	$90.2K	Hold	6,146	–	–	0.07%	201
2022 Q4	$95.3K	Buy	+6,146	New	+$93.3K	0.06%	261

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

1CP

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

Register Financial Advisors's DIAX Position: Q3 2024 in Review

Register Financial Advisors sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2024, closing a stake of 1,380 shares — an estimated $19.3K sold.

Register Financial Advisors first reported a position in DIAX in Q4 2022 and held it in 6 quarters. The position peaked at $95.3K in Q4 2022. 86 funds tracked by Wall St. Rank hold DIAX as of Q3 2024.

Register Financial Advisors reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 1,380 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2024, an estimated $19.3K.
Register Financial Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2022 and held it in 6 quarters.
Register Financial Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $95.3K in Q4 2022.
86 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.