WP
DIAX

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

WealthShield 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
-577
Closed -$9K – 863
2021
Q1 		$9K Buy
+577
New +$8.87K ﹤0.01% 823

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
OA
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

WealthShield Partners's DIAX Position: Q2 2021 in Review

WealthShield Partners sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2021, closing a stake of 577 shares — an estimated $9K sold.

WealthShield Partners first reported a position in DIAX in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 89 funds tracked by Wall St. Rank hold DIAX as of Q2 2021.

  • WealthShield Partners reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 577 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2021, an estimated $9K.
  • WealthShield Partners first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $9K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.