CCM
DIAX

Coldstream Capital Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Coldstream Capital Management’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
-846
Closed -$12.3K – 1700
2025
Q1 		$12.3K Buy
+846
New +$12.7K ﹤0.01% 2302

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coldstream Capital Management's DIAX Position: Q2 2025 in Review

Coldstream Capital Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2025, closing a stake of 846 shares — an estimated $12.3K sold.

Coldstream Capital Management first reported a position in DIAX in Q1 2025 and held it in 1 quarter. The position peaked at $12.3K in Q1 2025. 104 funds tracked by Wall St. Rank hold DIAX as of Q2 2025.

  • Coldstream Capital Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 846 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2025, an estimated $12.3K.
  • Coldstream Capital Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $12.3K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.