AssetMark Inc
DIAX

AssetMark Inc’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

AssetMark Inc’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
-944
Closed -$14.4K – 3477
2025
Q4 		$14.4K Buy
+944
New +$14K ﹤0.01% 2102

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

AssetMark Inc's DIAX Position: Q1 2026 in Review

AssetMark Inc sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 944 shares — an estimated $14.4K sold.

AssetMark Inc first reported a position in DIAX in Q4 2025 and held it in 1 quarter. The position peaked at $14.4K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • AssetMark Inc reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 944 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $14.4K.
  • AssetMark Inc first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2025 and held it in 1 quarter.
  • AssetMark Inc's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $14.4K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.