Blue Bell Private Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-70,871
| Closed | -$1.08M | – | 738 |
|
|
2025
Q4 | $1.08M | Buy |
70,871
+11,585
| +20% | +$172K | 0.16% | 101 |
|
|
2025
Q3 | $883K | Buy |
59,286
+10,827
| +22% | +$157K | 0.13% | 106 |
|
|
2025
Q2 | $695K | Buy |
48,459
+10,887
| +29% | +$151K | 0.12% | 107 |
|
|
2025
Q1 | $544K | Buy |
37,572
+15,820
| +73% | +$238K | 0.1% | 121 |
|
|
2024
Q4 | $328K | Buy |
21,752
+3,122
| +17% | +$47.3K | 0.06% | 165 |
|
|
2024
Q3 | $277K | Hold |
18,630
| – | – | 0.05% | 184 |
|
|
2024
Q2 | $261K | Buy |
18,630
+3,300
| +22% | +$46.3K | 0.05% | 170 |
|
|
2024
Q1 | $225K | Sell |
15,330
-2,036
| -12% | -$29.4K | 0.05% | 172 |
|
|
2023
Q4 | $243K | Hold |
17,366
| – | – | 0.06% | 148 |
|
|
2023
Q3 | $238K | Buy |
17,366
+8,625
| +99% | +$122K | 0.06% | 130 |
|
|
2023
Q2 | $123K | Buy |
+8,741
| New | +$127K | 0.03% | 176 |
|
|
2019
Q1 | – | Sell |
-8,864
| Closed | -$143K | – | 197 |
|
|
2018
Q4 | $143K | Sell |
8,864
-21,654
| -71% | -$387K | 0.08% | 65 |
|
|
2018
Q3 | $604K | Sell |
30,518
-26,629
| -47% | -$511K | 0.26% | 37 |
|
|
2018
Q2 | $1.06M | Sell |
57,147
-58,651
| -51% | -$1.1M | 0.48% | 27 |
|
|
2018
Q1 | $2.06M | Sell |
115,798
-24,101
| -17% | -$442K | 0.9% | 19 |
|
|
2017
Q4 | $2.63M | Sell |
139,899
-33,480
| -19% | -$598K | 1.18% | 17 |
|
|
2017
Q3 | $2.94M | Sell |
173,379
-9,394
| -5% | -$157K | 1.4% | 16 |
|
|
2017
Q2 | $3.02M | Sell |
182,773
-19,628
| -10% | -$318K | 1.5% | 16 |
|
|
2017
Q1 | $3.17M | Sell |
202,401
-22,166
| -10% | -$347K | 1.73% | 15 |
|
|
2016
Q4 | $3.37M | Buy |
224,567
+25,078
| +13% | +$364K | 2.05% | 10 |
|
|
2016
Q3 | $2.88M | Sell |
199,489
-11,765
| -6% | -$172K | 1.68% | 11 |
|
|
2016
Q2 | $3.07M | Sell |
211,254
-15,802
| -7% | -$224K | 1.98% | 10 |
|
|
2016
Q1 | $3.2M | Buy |
227,056
+68,360
| +43% | +$917K | 2.18% | 9 |
|
|
2015
Q4 | $2.28M | Buy |
158,696
+47,704
| +43% | +$680K | 1.55% | 12 |
|
|
2015
Q3 | $1.5M | Buy |
110,992
+89,103
| +407% | +$1.28M | 1.03% | 15 |
|
|
2015
Q2 | $325K | Buy |
21,889
+13,264
| +154% | +$201K | 0.2% | 70 |
|
|
2015
Q1 | $130K | Buy |
8,625
+8,425
| +4,213% | +$130K | 0.08% | 126 |
|
|
2014
Q4 | $3K | Buy |
+200
| New | +$3.22K | ﹤0.01% | 414 |
|
Other funds holding DIAX
Blue Bell Private Wealth Management's DIAX Position: Q1 2026 in Review
Blue Bell Private Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 70,871 shares — an estimated $1.08M sold.
Blue Bell Private Wealth Management first reported a position in DIAX in Q4 2014 and held it in 28 quarters. The position peaked at $3.37M in Q4 2016. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.
- Blue Bell Private Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
- Blue Bell Private Wealth Management sold 70,871 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $1.08M.
- Blue Bell Private Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2014 and held it in 28 quarters.
- Blue Bell Private Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $3.37M in Q4 2016.
- 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.