BTI
DIAX

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

Blue Trust 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
-7,000
Closed -$107K – 2559
2025
Q4 		$107K Buy
+7,000
New +$104K ﹤0.01% 1032

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

Blue Trust Inc's DIAX Position: Q1 2026 in Review

Blue Trust Inc sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 7,000 shares — an estimated $107K sold.

Blue Trust Inc first reported a position in DIAX in Q4 2025 and held it in 1 quarter. The position peaked at $107K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Blue Trust Inc reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 7,000 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $107K.
  • Blue Trust Inc first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2025 and held it in 1 quarter.
  • Blue Trust Inc's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $107K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.