Nuveen Dow 30sm Dynamic Overwrite Fund
DIAXDelisted Mar 30, 2026- SEC CIK
- 0001608742
Nuveen Dow 30sm Dynamic Overwrite Fund was delisted on Mar 30, 2026; its insiders filed their last Form 4 on Nov 30, 2021; 122 institutions reported holding it in 13F filings for Q4 2025, worth $189.9M in total; no superinvestor held it.
Q2 2022 vs. Q1 2022
How the institutions holding Nuveen Dow 30sm Dynamic Overwrite Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 76 | 1 | 80 | +5 |
| Shares | 7.82M | 52.2K | 8.27M | +496.5K (+6.4%) |
| Value | $130.1M | $867.0K | $126.5M | −$2.74M (−2.1%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Nuveen Dow 30sm Dynamic Overwrite Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 369,806 | $5.65M | 0.10% |
| Integrated Wealth Concepts LLC | 94,942 | $1.45M | 0.05% |
| Great Valley Advisor Group, Inc. | 10,075 | $154.0K | 0.01% |
| Private Trust Co NA | 2,000 | $31.0K | 0.00% |
| SeaCrest Wealth Management, LLC | 2,033 | $31.0K | 0.00% |
| Chilton Capital Management LLC | 689 | $11.0K | 0.00% |
| Harbour Investments, Inc. | 250 | $4.00K | 0.00% |
| FMR LLC | 1 | $0 | 0.00% |
| CWM, LLC | 10 | $0 | 0.00% |
Sold out (4)
Institutions that held Nuveen Dow 30sm Dynamic Overwrite Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Spire Wealth Management | 3,597 | $60.0K |
| Clearstead Advisors, LLC | 1,550 | $26.0K |
| Future Financial Wealth Managment LLC | 564 | $9.00K |
| O'Dell Group, LLC | 313 | $5.00K |
Not filed for Q2 2022 yet (1)
Institutions that held Nuveen Dow 30sm Dynamic Overwrite Fund at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Parametric Portfolio Associates LLC | 52,180 | $867.0K |