Baird Financial Group
DIAX

Baird Financial Group’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Baird Financial Group’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
-10,930
Closed -$167K – 1854
2025
Q4 		$167K Buy
+10,930
New +$163K ﹤0.01% 1743
2023
Q2 		– Sell
-68,379
Closed -$1M – 1703
2023
Q1 		$1M Sell
68,379
-6,971
-9% -$106K ﹤0.01% 1091
2022
Q4 		$1.17M Buy
+75,350
New +$1.14M ﹤0.01% 1027
2021
Q3 		– Sell
-14,104
Closed -$240K – 1864
2021
Q2 		$240K Buy
+14,104
New +$237K ﹤0.01% 1633

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

Baird Financial Group's DIAX Position: Q1 2026 in Review

Baird Financial Group sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 10,930 shares — an estimated $167K sold.

Baird Financial Group first reported a position in DIAX in Q2 2021 and held it in 4 quarters. The position peaked at $1.17M in Q4 2022. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Baird Financial Group reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 10,930 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $167K.
  • Baird Financial Group first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2021 and held it in 4 quarters.
  • Baird Financial Group's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1.17M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.