CAM
DIAX

Costello Asset Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Costello Asset 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
2026
Q1 		– Sell
-1,169
Closed -$17.8K – 700
2025
Q4 		$17.8K Buy
1,169
+43
+4% +$640 0.01% 390
2025
Q3 		$16.8K Buy
1,126
+22
+2% +$319 0.01% 400
2025
Q2 		$15.8K Buy
1,104
+22
+2% +$306 0.01% 410
2025
Q1 		$15.7K Buy
+1,082
New +$16.3K 0.01% 391

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

Costello Asset Management's DIAX Position: Q1 2026 in Review

Costello Asset Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 1,169 shares — an estimated $17.8K sold.

Costello Asset Management first reported a position in DIAX in Q1 2025 and held it in 4 quarters. The position peaked at $17.8K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Costello Asset Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Costello Asset Management sold 1,169 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $17.8K.
  • Costello Asset Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2025 and held it in 4 quarters.
  • Costello Asset Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $17.8K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.