Wolff Wiese Magana’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-88	Closed	-$1.31K	–	970
2024 Q3	$1.31K	Hold	88	–	–	﹤0.01%	816
2024 Q2	$1.23K	Hold	88	–	–	﹤0.01%	610
2024 Q1	$1.29K	Hold	88	–	–	﹤0.01%	546
2023 Q4	$1.23K	Hold	88	–	–	﹤0.01%	533
2023 Q3	$1.21K	Hold	88	–	–	﹤0.01%	599
2023 Q2	$1.24K	Hold	88	–	–	﹤0.01%	595
2023 Q1	$1.29K	Hold	88	–	–	﹤0.01%	556
2022 Q4	$1.36K	Hold	88	–	–	﹤0.01%	542
2022 Q3	$1K	Hold	88	–	–	﹤0.01%	747
2022 Q2	$1K	Hold	88	–	–	﹤0.01%	772
2022 Q1	$1K	Hold	88	–	–	﹤0.01%	760
2021 Q4	$2K	Hold	88	–	–	﹤0.01%	719
2021 Q3	$1K	Hold	88	–	–	﹤0.01%	761
2021 Q2	$1K	Hold	88	–	–	﹤0.01%	779
2021 Q1	$1K	Hold	88	–	–	﹤0.01%	692
2020 Q4	$1K	Buy	+88	New	+$1.26K	﹤0.01%	647

Other funds holding DIAX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wolff Wiese Magana's DIAX Position: Q4 2024 in Review

Wolff Wiese Magana sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2024, closing a stake of 88 shares — an estimated $1.31K sold.

Wolff Wiese Magana first reported a position in DIAX in Q4 2020 and held it in 16 quarters. The position peaked at $2K in Q4 2021. 90 funds tracked by Wall St. Rank hold DIAX as of Q4 2024.

Wolff Wiese Magana reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2024 after selling out during the quarter.
Wolff Wiese Magana sold 88 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2024, an estimated $1.31K.
Wolff Wiese Magana first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2020 and held it in 16 quarters.
Wolff Wiese Magana's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $2K in Q4 2021.
90 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2024.

Based on Wolff Wiese Magana's 13F filing for Q4 2024, filed 14 Jan 2025.