Kapstone Financial Advisors »

Nuveen Dow 30 Dyn Overwrite shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Nuveen Dow 30 Dyn Overwrite (DIAX) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Nuveen Dow 30 Dyn Overwrite

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Dow 30 Dyn Overwrite held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen Dow 30 Dyn Overwrite by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 14k 14.89
2025-06-30 $182k 13k 14.34

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Strategy Cl A New (MSTR)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abbvie (ABBV)

View all positions for Kapstone Financial Advisors

Top funds holding Nuveen Dow 30 Dyn Overwrite

Morgan Stanley
Saba Capital Management
Raymond James Financial
Wells Fargo & Company
Invesco
Guggenheim Capital, LLC Managers
Allspring Global Investments Holdings
UBS Group
Cornerstone Advisors
Capital Investment Advisors
Shaker Financial Services
CNH Partners
Wolverine Asset Management
LPL Financial
Thomas J. Herzfeld Advisors

View all funds holding Nuveen Dow 30 Dyn Overwrite