Wealthcare Advisory Partners’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-661	Closed	-$11K	–	856
2021 Q1	$11K	Buy	+661	New	+$10.2K	﹤0.01%	1414
2020 Q2	–	Sell	-661	Closed	-$8K	–	556
2020 Q1	$8K	Hold	661	–	–	﹤0.01%	973
2019 Q4	$12K	Buy	661 +11	+2%	+$196	﹤0.01%	887
2019 Q3	$12K	Hold	650	–	–	﹤0.01%	877
2019 Q2	$11K	Hold	650	–	–	﹤0.01%	875
2019 Q1	$12K	Hold	650	–	–	﹤0.01%	771
2018 Q4	$10K	Hold	650	–	–	﹤0.01%	780
2018 Q3	$13K	Hold	650	–	–	﹤0.01%	776
2018 Q2	$12K	Hold	650	–	–	﹤0.01%	779
2018 Q1	$12K	Buy	+650	New	+$11.9K	﹤0.01%	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 0.66% 1-Year Est. Return

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

1CP

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

Wealthcare Advisory Partners's DIAX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2021, closing a stake of 661 shares — an estimated $11K sold.

Wealthcare Advisory Partners first reported a position in DIAX in Q1 2018 and held it in 10 quarters. The position peaked at $13K in Q3 2018. 89 funds tracked by Wall St. Rank hold DIAX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 661 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2021, an estimated $11K.
Wealthcare Advisory Partners first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $13K in Q3 2018.
89 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.