SA
DIAX

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

Sanctuary Advisors’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
Q3 		– Sell
-11,673
Closed -$162K – 2512
2024
Q2 		$162K Buy
+11,673
New +$164K ﹤0.01% 2208

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
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

Sanctuary Advisors's DIAX Position: Q3 2024 in Review

Sanctuary Advisors sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2024, closing a stake of 11,673 shares — an estimated $162K sold.

Sanctuary Advisors first reported a position in DIAX in Q2 2024 and held it in 1 quarter. The position peaked at $162K in Q2 2024. 86 funds tracked by Wall St. Rank hold DIAX as of Q3 2024.

  • Sanctuary Advisors reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 11,673 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2024, an estimated $162K.
  • Sanctuary Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2024 and held it in 1 quarter.
  • Sanctuary Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $162K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2024.

Based on Sanctuary Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.