AA
DIAX

Advisory Advocates’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Advisory Advocates’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
-84,167
Closed -$1.28M – 168
2025
Q4 		$1.28M Buy
+84,167
New +$1.25M 1.28% 16

Other funds holding DIAX

SC
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

Advisory Advocates's DIAX Position: Q1 2026 in Review

Advisory Advocates sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 84,167 shares — an estimated $1.28M sold.

Advisory Advocates first reported a position in DIAX in Q4 2025 and held it in 1 quarter. The position peaked at $1.28M in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Advisory Advocates reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Advisory Advocates sold 84,167 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $1.28M.
  • Advisory Advocates first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2025 and held it in 1 quarter.
  • Advisory Advocates's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1.28M in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Advisory Advocates's 13F filing for Q1 2026, filed 5 May 2026.