WCM
DIAX

WealthBridge Capital Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-2
Closed – – 295
2019
Q1 		$0 Hold
2
– – ﹤0.01% 985
2018
Q4 		$0 Buy
+2
New +$36 ﹤0.01% 940

Other funds holding DIAX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WealthBridge Capital Management's DIAX Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2019, closing a stake of 2 shares.

WealthBridge Capital Management first reported a position in DIAX in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 75 funds tracked by Wall St. Rank hold DIAX as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 2 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2019.
  • WealthBridge Capital Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $0 in Q1 2019.
  • 75 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.