Spire Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Spire Wealth 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
2022 Q2	–	Sell	-3,597	Closed	-$60K	–	2686
2022 Q1	$60K	Hold	3,597	–	–	﹤0.01%	1376
2021 Q4	$64K	Sell	3,597 -2,815	-44%	-$49.1K	﹤0.01%	1600
2021 Q3	$107K	Sell	6,412 -1,425	-18%	-$24.6K	﹤0.01%	1170
2021 Q2	$133K	Hold	7,837	–	–	﹤0.01%	1087
2021 Q1	$127K	Buy	+7,837	New	+$120K	﹤0.01%	1285

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Spire Wealth Management's DIAX Position: Q2 2022 in Review

Spire Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2022, closing a stake of 3,597 shares — an estimated $60K sold.

Spire Wealth Management first reported a position in DIAX in Q1 2021 and held it in 5 quarters. The position peaked at $133K in Q2 2021. 80 funds tracked by Wall St. Rank hold DIAX as of Q2 2022.

Spire Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 3,597 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2022, an estimated $60K.
Spire Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $133K in Q2 2021.
80 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.