San Francisco Sentry Investment Group’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

San Francisco Sentry Investment 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
2021 Q2	$2K	Hold	120	–	–	﹤0.01%	634
2021 Q1	$2K	Hold	120	–	–	﹤0.01%	664
2020 Q4	$2K	Hold	120	–	–	﹤0.01%	625
2020 Q3	$2K	Hold	120	–	–	﹤0.01%	603
2020 Q2	$2K	Hold	120	–	–	﹤0.01%	591
2020 Q1	$2K	Hold	120	–	–	﹤0.01%	655
2019 Q4	$2K	Hold	120	–	–	﹤0.01%	738
2019 Q3	$2K	Buy	+120	New	+$2.12K	﹤0.01%	732
2019 Q2	–	Hold	0	–	–	–	737
2019 Q1	–	Hold	0	–	–	–	765
2018 Q4	–	Hold	0	–	–	–	747
2018 Q3	–	Hold	0	–	–	–	767
2018 Q2	–	Hold	0	–	–	–	697
2018 Q1	–	Hold	0	–	–	–	841
2017 Q4	–	Hold	0	–	–	–	833
2017 Q3	–	Hold	0	–	–	–	836
2017 Q2	–	Hold	0	–	–	–	683

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

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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

1CP

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

San Francisco Sentry Investment Group's DIAX Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) position steady in Q2 2021 at 120 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

San Francisco Sentry Investment Group first reported a position in DIAX in Q3 2019 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold DIAX as of Q2 2021.

San Francisco Sentry Investment Group held 120 shares of Nuveen Dow 30SM Dynamic Overwrite Fund worth $2K as of Q2 2021.
San Francisco Sentry Investment Group left its Nuveen Dow 30SM Dynamic Overwrite Fund share count unchanged in Q2 2021.
Nuveen Dow 30SM Dynamic Overwrite Fund made up ﹤0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #634 holding.
San Francisco Sentry Investment Group first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2019 and has held it in 8 quarters since.
89 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.