DAS
DIAX

Diversify Advisory Services’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Diversify Advisory Services’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
-24,566
Closed -$380K – 383
2025
Q4 		$380K Sell
24,566
-1,675
-6% -$24.9K 0.01% 694
2025
Q3 		$389K Hold
26,241
– – 0.01% 636
2025
Q2 		$377K Hold
26,241
– – 0.01% 623
2025
Q1 		$363K Hold
26,241
– – 0.02% 437
2024
Q4 		$390K Sell
26,241
-650
-2% -$9.85K 0.02% 417
2024
Q3 		$403K Hold
26,891
– – 0.02% 416
2024
Q2 		$375K Hold
26,891
– – 0.02% 440
2024
Q1 		$392K Buy
+26,891
New +$388K 0.02% 477

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

Diversify Advisory Services's DIAX Position: Q1 2026 in Review

Diversify Advisory Services sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 24,566 shares — an estimated $380K sold.

Diversify Advisory Services first reported a position in DIAX in Q1 2024 and held it in 8 quarters. The position peaked at $403K in Q3 2024. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Diversify Advisory Services reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 24,566 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $380K.
  • Diversify Advisory Services first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $403K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.