Coppell Advisory Solutions’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Coppell Advisory 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 Q1	–	Sell	-550	Closed	-$8.31K	–	708
2024 Q4	$8.31K	Buy	550 +215	+64%	+$3.26K	﹤0.01%	1173
2024 Q3	$4.95K	Hold	335	–	–	﹤0.01%	1259
2024 Q2	$4.69K	Buy	+335	New	+$4.7K	﹤0.01%	1212
2023 Q4	$4.69K	Hold	335	–	–	﹤0.01%	1113
2023 Q3	$5.2K	Hold	335	–	–	﹤0.01%	709
2023 Q2	$4.69K	Buy	+335	New	+$4.85K	﹤0.01%	865
2023 Q1	–	Sell	-335	Closed	-$5.2K	–	423
2022 Q4	$5.2K	Buy	+335	New	+$5.08K	﹤0.01%	714

Other funds holding DIAX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Coppell Advisory Solutions's DIAX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2025, closing a stake of 550 shares — an estimated $8.31K sold.

Coppell Advisory Solutions first reported a position in DIAX in Q4 2022 and held it in 7 quarters. The position peaked at $8.31K in Q4 2024. 100 funds tracked by Wall St. Rank hold DIAX as of Q1 2025.

Coppell Advisory Solutions reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 550 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2025, an estimated $8.31K.
Coppell Advisory Solutions first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $8.31K in Q4 2024.
100 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.