Inside-Filings
Projekt anfragen

Investitionen in Aktie Nuveen Dow 30sm Dynamic Overwrite Fund (DIAX)

Alle Fondsgesellschaften und deren Investment in diese Aktie über die letzten 4 Quartale.
Fonds2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
625.436 $+19.593 $
+565,5 %
186.346.426 $+7.278.540 $
+2.137,4 %
173.004.761 $+6.825.570 $
+1.230,7 %
162.566.661 $+5.587.779 $
+33,7 %
MORGAN STANLEY26.168.057 $-774.244 $
-2,9 %
26.942.301 $+668.027 $
+2,5 %
26.274.274 $-1.120.045 $
-4,1 %
Saba Capital Management, L.P.24.412.124 $+9.009.521 $
+58,5 %
15.402.603 $+5.189.827 $
+50,8 %
10.212.776 $+5.994.708 $
+142,1 %
BANK OF AMERICA CORP /DE/17.148.842 $+673.810 $
+4,1 %
16.475.032 $+716.471 $
+4,5 %
15.758.561 $-2.635.198 $
-14,3 %
RAYMOND JAMES FINANCIAL INC11.133.926 $+245.408 $
+2,3 %
10.888.518 $+385.655 $
+3,7 %
10.502.863 $-384.249 $
-3,5 %
WELLS FARGO & COMPANY/MN9.712.562 $+531.693 $
+5,8 %
9.180.869 $+1.068.208 $
+13,2 %
8.112.661 $-2.163.026 $
-21,0 %
Allspring Global Investments Holdings, LLC9.205.259 $+1.351.007 $
+17,2 %
7.854.252 $+2.778.093 $
+54,7 %
5.076.159 $+4.896.497 $
+2.725,4 %
Invesco Ltd.8.467.240 $-195.614 $
-2,3 %
8.662.854 $+269.552 $
+3,2 %
8.393.302 $-244.303 $
-2,8 %
GUGGENHEIM CAPITAL LLC7.214.836 $-678.904 $
-8,6 %
7.893.740 $-645.515 $
-7,6 %
8.539.255 $+212.750 $
+2,6 %
Cornerstone Advisors, LLC2.830.211 $-2.737.651 $
-49,2 %
5.567.862 $-1.205.350 $
-17,8 %
6.773.212 $+39.752 $
+0,6 %
Shaker Financial Services, LLC3.040.006 $-1.895.707 $
-38,4 %
4.935.713 $-1.792.060 $
-26,6 %
6.727.773 $+2.729.979 $
+68,3 %
UBS Group AG6.163.118 $-223.516 $
-3,5 %
6.386.634 $+2.853 $
+0,0 %
6.383.781 $-808.533 $
-11,2 %
Capital Investment Advisors, LLC5.387.752 $+1.365 $
+0,0 %
5.386.387 $-207.386 $
-3,7 %
5.593.773 $-270.721 $
-4,6 %
AQR Arbitrage LLC3.120.548 $-928.106 $
-22,9 %
4.048.654 $-935.930 $
-18,8 %
4.984.584 $-659.129 $
-11,7 %
WOLVERINE ASSET MANAGEMENT LLC3.804.410 $+130.497 $
+3,6 %
3.673.913 $+92.957 $
+2,6 %
3.580.956 $+344.282 $
+10,6 %
Thomas J. Herzfeld Advisors, Inc.2.795.479 $+100.851 $
+3,7 %
2.694.628 $-807.329 $
-23,1 %
3.501.957 $-635.460 $
-15,4 %
LPL Financial LLC3.086.997 $-85.766 $
-2,7 %
3.172.763 $+356.796 $
+12,7 %
2.815.967 $+793.791 $
+39,3 %
Advisors Asset Management, Inc.890.925 $-83.596 $
-8,6 %
974.521 $-1.339.754 $
-57,9 %
2.314.275 $-41.785 $
-1,8 %
1607 Capital Partners, LLC1.801.611 $-451.410 $
-20,0 %
2.253.021 $-35.801 $
-1,6 %
2.288.822 $-294.832 $
-11,4 %
MML INVESTORS SERVICES, LLC2.073.045 $+191.748 $
+10,2 %
1.881.297 $+1.879.627 $
+112.552,5 %
1.670 $-117 $
-6,5 %
Almitas Capital LLC1.742.707 $
RIVERNORTH CAPITAL MANAGEMENT, LLC1.711.211 $+133.749 $
+8,5 %
1.577.462 $
ABSOLUTE INVESTMENT ADVISERS, LLC1.536.319 $
AMERIPRISE FINANCIAL INC1.368.140 $-141.406 $
-9,4 %
1.509.546 $+66.347 $
+4,6 %
1.443.199 $+182.310 $
+14,5 %
OSAIC HOLDINGS, INC.1.474.797 $+93.721 $
+6,8 %
1.381.076 $+24.991 $
+1,8 %
1.356.085 $+238.588 $
+21,4 %
ROYAL BANK OF CANADA1.416.000 $+22.000 $
+1,6 %
1.394.000 $-28.000 $
-2,0 %
1.422.000 $-279.000 $
-16,4 %
ENVESTNET ASSET MANAGEMENT INC1.398.048 $+59.020 $
+4,4 %
1.339.028 $+67.563 $
+5,3 %
1.271.465 $-55.702 $
-4,2 %
NBC SECURITIES, INC.1.375.939 $+1.374.817 $
+122.532,7 %
1.122 $+71 $
+6,8 %
Cetera Investment Advisers1.336.209 $+390.219 $
+41,2 %
945.990 $+70.135 $
+8,0 %
875.855 $+68.927 $
+8,5 %
Advisory Advocates, LLC1.284.388 $
Private Advisor Group, LLC996.444 $-31.709 $
-3,1 %
1.028.153 $-91.603 $
-8,2 %
1.119.756 $-38.216 $
-3,3 %
Ionic Capital Management LLC1.100.750 $+22.610 $
+2,1 %
1.078.140 $+39.824 $
+3,8 %
1.038.316 $-10.861 $
-1,0 %
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1.081.491 $+198.722 $
+22,5 %
882.769 $+187.867 $
+27,0 %
694.902 $+150.484 $
+27,6 %
&PARTNERS1.062.303 $+229.244 $
+27,5 %
833.059 $-26.735 $
-3,1 %
859.794 $+445.086 $
+107,3 %
Integrated Wealth Concepts LLC1.003.772 $+1.645 $
+0,2 %
1.002.127 $+31.424 $
+3,2 %
970.703 $-17.819 $
-1,8 %
Altium Capital Management LLC930.829 $
Shulman DeMeo Asset Management LLC904.155 $+11.589 $
+1,3 %
892.566 $+32.969 $
+3,8 %
859.597 $-10.122 $
-1,2 %
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC870.217 $+314.924 $
+56,7 %
555.293 $
NewEdge Advisors, LLC832.859 $+64.710 $
+8,4 %
768.149 $+42.182 $
+5,8 %
725.967 $+259.062 $
+55,5 %
STIFEL FINANCIAL CORP539.598 $-161.736 $
-23,1 %
701.334 $+13.731 $
+2,0 %
687.603 $-251.568 $
-26,8 %
PMG Family Office LLC577.469 $-118.755 $
-17,1 %
696.224 $
D.A. DAVIDSON & CO.609.531 $-7.794 $
-1,3 %
617.325 $+9.107 $
+1,5 %
608.218 $-11.723 $
-1,9 %
Formidable Asset Management, LLC570.281 $+13.827 $
+2,5 %
556.454 $-35.831 $
-6,0 %
592.285 $-22.410 $
-3,6 %
614.695 $+0 $
+0,0 %
RPO LLC584.730 $+21.598 $
+3,8 %
563.132 $-5.890 $
-1,0 %
Dynamic Advisor Solutions LLC583.695 $+2.613 $
+0,4 %
581.082 $+17.878 $
+3,2 %
563.204 $-89.030 $
-13,7 %
CHOREO, LLC565.335 $-7.183 $
-1,3 %
572.518 $+3.532 $
+0,6 %
568.986 $-24.636 $
-4,2 %
READYSTATE ASSET MANAGEMENT LP537.951 $-355.010 $
-39,8 %
COMMONWEALTH EQUITY SERVICES, LLC532.480 $+531.896 $
+91.078,1 %
584 $-14 $
-2,3 %
598 $-7 $
-1,2 %
Closed-End Fund Advisors, Inc.531.491 $
Quantedge Capital Pte Ltd286.888 $+8.445 $
+3,0 %
278.443 $-239.231 $
-46,2 %
517.674 $+23.565 $
+4,8 %
Wela Strategies, Inc.504.637 $
SCHNIEDERS CAPITAL MANAGEMENT, LLC.486.031 $+10.295 $
+2,2 %
475.736 $
NATIONS FINANCIAL GROUP INC, /IA/ /ADV461.600 $+11.192 $
+2,5 %
450.408 $+16.637 $
+3,8 %
433.771 $-56.962 $
-11,6 %
Institute for Wealth Management, LLC.429.463 $+7.852 $
+1,9 %
421.611 $+15.573 $
+3,8 %
406.038 $-4.247 $
-1,0 %
B. Riley Wealth Advisors, Inc.243.573 $+5.431 $
+2,3 %
238.142 $-169.316 $
-41,6 %
407.458 $
Calamos Advisors LLC392.319 $+102.649 $
+35,4 %
289.670 $+60.531 $
+26,4 %
229.139 $-22.538 $
-9,0 %
Diversify Advisory Services, LLC379.545 $-9.871 $
-2,5 %
389.416 $+12.333 $
+3,3 %
377.083 $+14.170 $
+3,9 %
Leo Wealth, LLC350.980 $+8.510 $
+2,5 %
342.470 $+12.650 $
+3,8 %
329.820 $-3.450 $
-1,0 %
SAGESPRING WEALTH PARTNERS, LLC349.812 $+17.386 $
+5,2 %
332.426 $+31.817 $
+10,6 %
300.609 $-26.665 $
-8,1 %
Yakira Capital Management, Inc.345.700 $
Summit Financial, LLC262.701 $-41.174 $
-13,5 %
303.875 $+25.860 $
+9,3 %
278.015 $
Mariner, LLC207.576 $-33.696 $
-14,0 %
241.272 $-60.981 $
-20,2 %
302.253 $-256.693 $
-45,9 %
Lido Advisors, LLC285.973 $+0 $
+0,0 %
285.973 $+16.050 $
+5,9 %
269.923 $
INTEGRATED CAPITAL MANAGEMENT, INC.277.385 $+30.625 $
+12,4 %
246.760 $+38.425 $
+18,4 %
208.335 $+4.592 $
+2,3 %
Morey & Quinn Wealth Partners, LLC254.475 $+6.170 $
+2,5 %
248.305 $+9.172 $
+3,8 %
239.133 $-13.789 $
-5,5 %
Quarry LP242.542 $
Rockefeller Capital Management L.P.237.387 $+6.727 $
+2,9 %
230.660 $
PINNACLE ASSOCIATES LTD236.776 $+13.186 $
+5,9 %
223.590 $+8.259 $
+3,8 %
215.331 $-16.742 $
-7,2 %
HighTower Advisors, LLC229.709 $-6.878 $
-2,9 %
236.587 $+7.563 $
+3,3 %
229.024 $
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO230.116 $+17.109 $
+8,0 %
213.007 $+7.358 $
+3,6 %
205.649 $+20.776 $
+11,2 %
Kapstone Financial Advisors LLC221.804 $+12.376 $
+5,9 %
209.428 $+27.812 $
+15,3 %
181.616 $
UHLMANN PRICE SECURITIES, LLC218.806 $+13.592 $
+6,6 %
205.214 $
ACCREDITED INVESTOR SERVICES, LLC200.394 $-13.337 $
-6,2 %
213.731 $+6.102 $
+2,9 %
207.629 $-4.852 $
-2,3 %
Kingsview Wealth Management, LLC209.575 $-1.619 $
-0,8 %
211.194 $+3.657 $
+1,8 %
207.537 $-2.171 $
-1,0 %
Allworth Financial LP204.973 $+4.970 $
+2,5 %
200.003 $+7.388 $
+3,8 %
192.615 $
Waverly Advisors, LLC177.221 $-23.471 $
-11,7 %
200.692 $+1.838 $
+0,9 %
198.854 $-6.879 $
-3,3 %
Kestra Advisory Services, LLC190.218 $+6.803 $
+3,7 %
183.415 $-7.695 $
-4,0 %
191.110 $+6.884 $
+3,7 %
TrueMark Investments, LLC185.211 $
PKS Advisory Services, LLC181.502 $+4.931 $
+2,8 %
176.571 $-1.059 $
-0,6 %
177.630 $-2.227 $
-1,2 %
HUB Investment Partners, LLC180.109 $
Merit Financial Group, LLC176.741 $+1.396 $
+0,8 %
175.345 $+4.699 $
+2,8 %
170.646 $+16.458 $
+10,7 %
Geneos Wealth Management Inc.173.643 $-5.671 $
-3,2 %
Baird Financial Group, Inc.166.792 $
VISTA INVESTMENT PARTNERS II, LLC164.808 $+3.996 $
+2,5 %
160.812 $+5.940 $
+3,8 %
154.872 $-1.620 $
-1,0 %
World Investment Advisors160.230 $+3.885 $
+2,5 %
156.345 $+5.775 $
+3,8 %
150.570 $-16.065 $
-9,6 %
HARBOUR INVESTMENTS, INC.126.811 $
Global Retirement Partners, LLC125.163 $
Wealth Preservation Advisors, LLC124.979 $+3.030 $
+2,5 %
121.949 $+4.504 $
+3,8 %
117.445 $-1.228 $
-1,0 %
PFS Partners, LLC119.995 $+7.467 $
+6,6 %
112.528 $+6.396 $
+6,0 %
106.132 $+1.090 $
+1,0 %
Blue Trust, Inc.106.820 $
Larson Financial Group LLC91.560 $+2.220 $
+2,5 %
89.340 $+3.300 $
+3,8 %
86.040 $-900 $
-1,0 %
Fortitude Family Office, LLC86.900 $
PRIVATE TRUST CO NA45.120 $-3.712 $
-7,6 %
48.832 $-28.596 $
-36,9 %
77.428 $+2.860 $
+3,8 %
74.568 $-780 $
-1,0 %
EASTERN BANK76.880 $+1.864 $
+2,5 %
75.016 $+2.771 $
+3,8 %
72.245 $-756 $
-1,0 %
COMERICA BANK66.946 $+1.564 $
+2,4 %
65.382 $+2.315 $
+3,7 %
63.067 $-23.482 $
-27,1 %
Pinnacle Wealth Planning Services, Inc.54.692 $
Farther Finance Advisors, LLC50.022 $+1.213 $
+2,5 %
48.809 $+47.217 $
+2.965,9 %
1.592 $-19 $
-1,2 %
Marshall & Sterling Wealth Advisors Inc.43.292 $+1.049 $
+2,5 %
42.243 $+1.561 $
+3,8 %
40.682 $-426 $
-1,0 %
Advisory Services Network, LLC41.647 $
Elequin Capital, LP40.969 $+28.000 $
+215,9 %
United Community Bank38.913 $+943 $
+2,5 %
37.970 $+1.403 $
+3,8 %
36.567 $-383 $
-1,0 %
US BANCORP \DE\37.972 $-398 $
-1,0 %
Wilmington Savings Fund Society, FSB35.850 $-375 $
-1,0 %
KERR FINANCIAL PLANNING Corp35.777 $
CENTRAL TRUST Co30.520 $+740 $
+2,5 %
29.780 $+1.100 $
+3,8 %
28.680 $-300 $
-1,0 %
Sunbelt Securities, Inc.30.520 $+740 $
+2,5 %
29.780 $-340 $
-1,1 %
30.120 $+1.140 $
+3,9 %
Steward Partners Investment Advisory, LLC12.208 $-14.594 $
-54,5 %
26.802 $+990 $
+3,8 %
25.812 $-270 $
-1,0 %
SOA Wealth Advisors, LLC.19.580 $+1.217 $
+6,6 %
18.363 $+1.040 $
+6,0 %
17.323 $+177 $
+1,0 %
Global Wealth Strategies & Associates18.999 $
Costello Asset Management, INC17.840 $+1.077 $
+6,4 %
16.763 $+933 $
+5,9 %
15.830 $+145 $
+0,9 %
WPG Advisers, LLC15.153 $+10 $
+0,1 %
15.143 $+688 $
+4,8 %
14.455 $-8.048 $
-35,8 %
ASSETMARK, INC14.405 $
Kilter Group LLC13.999 $+870 $
+6,6 %
13.129 $
Ameritas Advisory Services, LLC11.986 $+442 $
+3,8 %
11.544 $
PNC FINANCIAL SERVICES GROUP, INC.11.445 $+277 $
+2,5 %
11.168 $+413 $
+3,8 %
10.755 $-113 $
-1,0 %
Smallwood Wealth Investment Management, LLC10.585 $+566 $
+5,6 %
10.019 $+522 $
+5,5 %
9.497 $+50 $
+0,5 %
Stolper Co10.035 $+9.478 $
+1.701,6 %
557 $+29 $
+5,5 %
528 $+19 $
+3,7 %
509 $+32 $
+6,7 %
Arax Advisory Partners9.156 $
GPS Wealth Strategies Group, LLC8.558 $+368 $
+4,5 %
8.190 $+303 $
+3,8 %
7.887 $-83 $
-1,0 %
NFSG Corp7.445 $+275 $
+3,8 %
7.170 $
JPMORGAN CHASE & CO6.150 $+149 $
+2,5 %
6.001 $
GoalVest Advisory LLC5.173 $+125 $
+2,5 %
5.048 $
Fourth Dimension Wealth, LLC4.227 $+102 $
+2,5 %
4.125 $+153 $
+3,9 %
3.972 $-42 $
-1,0 %
MAI Capital Management3.052 $+74 $
+2,5 %
2.978 $+110 $
+3,8 %
2.868 $-30 $
-1,0 %
JONES FINANCIAL COMPANIES LLLP2.747 $
FIFTH THIRD BANCORP2.625 $
PARK AVENUE SECURITIES LLC1.299 $+36 $
+2,9 %
1.263 $+38 $
+3,1 %
1.225 $
N.E.W. Advisory Services LLC1.214 $+53 $
+4,6 %
1.161 $+42 $
+3,8 %
1.119 $-11 $
-1,0 %
FLAGSHIP HARBOR ADVISORS, LLC916 $
Janney Montgomery Scott LLC726 $+10 $
+1,4 %
716 $+44 $
+6,5 %
672 $-35 $
-5,0 %
Cambridge Investment Research Advisors, Inc.481 $-11 $
-2,2 %
492 $-46 $
-8,6 %
538 $-353 $
-39,6 %
GAMMA Investing LLC534 $+13 $
+2,5 %
521 $+19 $
+3,8 %
502 $
WEDBUSH SECURITIES INC385 $+4 $
+1,0 %
381 $+13 $
+3,5 %
368 $-2 $
-0,5 %
SageView Advisory Group, LLC62 $
FNY Investment Advisers, LLC41 $+1 $
+2,5 %
40 $+0 $
+0,0 %
625.436 $+19.593 $
+565,5 %
186.346.426 $+7.278.540 $
+2.137,4 %
173.004.761 $+6.825.570 $
+1.230,7 %
162.566.661 $+5.587.779 $
+33,7 %
Erweitert ×