Accredited Investor Services’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Accredited Investor Services’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
2026 Q1	–	Sell	-13,132	Closed	-$200K	–	79
2025 Q4	$200K	Sell	13,132 -1,222	-9%	-$18.2K	0.13%	59
2025 Q3	$214K	Sell	14,354 -125	-0.9%	-$1.81K	0.15%	55
2025 Q2	$208K	Sell	14,479 -185	-1%	-$2.57K	0.16%	55
2025 Q1	$212K	Buy	+14,664	New	+$221K	0.18%	52

Other funds holding DIAX

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Accredited Investor Services's DIAX Position: Q1 2026 in Review

Accredited Investor Services sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 13,132 shares — an estimated $200K sold.

Accredited Investor Services first reported a position in DIAX in Q1 2025 and held it in 4 quarters. The position peaked at $214K in Q3 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

Accredited Investor Services reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
Accredited Investor Services sold 13,132 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $200K.
Accredited Investor Services first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2025 and held it in 4 quarters.
Accredited Investor Services's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $214K in Q3 2025.
3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.