AWS
DIAX

Atria Wealth Solutions’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-23,367
Closed -$346K – 1556
2025
Q1 		$346K Sell
23,367
-660
-3% -$9.94K ﹤0.01% 1394
2024
Q4 		$362K Sell
24,027
-2,466
-9% -$37.4K ﹤0.01% 1431
2024
Q3 		$401K Sell
26,493
-2,457
-8% -$35.2K ﹤0.01% 1351
2024
Q2 		$420K Sell
28,950
-25,048
-46% -$351K ﹤0.01% 1318
2024
Q1 		$807K Hold
53,998
– – 0.01% 1010
2023
Q4 		$756K Buy
53,998
+2,923
+6% +$39.8K 0.01% 999
2023
Q3 		$714K Buy
51,075
+470
+0.9% +$6.64K 0.01% 965
2023
Q2 		$729K Sell
50,605
-10,970
-18% -$159K 0.01% 987
2023
Q1 		$922K Sell
61,575
-2,727
-4% -$41.4K 0.01% 831
2022
Q4 		$997K Sell
64,302
-1,358
-2% -$20.6K 0.02% 747
2022
Q3 		$905K Buy
65,660
+53,897
+458% +$835K 0.02% 750
2022
Q2 		$183K Sell
11,763
-46,869
-80% -$750K ﹤0.01% 1474
2022
Q1 		$991K Buy
+58,632
New +$983K 0.02% 740

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's DIAX Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2025, closing a stake of 23,367 shares — an estimated $346K sold.

Atria Wealth Solutions first reported a position in DIAX in Q1 2022 and held it in 13 quarters. The position peaked at $997K in Q4 2022. 104 funds tracked by Wall St. Rank hold DIAX as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 23,367 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2025, an estimated $346K.
  • Atria Wealth Solutions first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $997K in Q4 2022.
  • 104 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.