DAS
DIAX

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

Dynamic Advisor 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
2026
Q1 		– Sell
-38,250
Closed -$584K – 973
2025
Q4 		$584K Sell
38,250
-775
-2% -$11.5K 0.02% 590
2025
Q3 		$581K Sell
39,025
-250
-0.6% -$3.63K 0.02% 582
2025
Q2 		$563K Sell
39,275
-5,738
-13% -$79.8K 0.02% 576
2025
Q1 		$652K Sell
45,013
-5,485
-11% -$82.6K 0.02% 520
2024
Q4 		$760K Sell
50,498
-2,568
-5% -$38.9K 0.03% 361
2024
Q3 		$788K Buy
53,066
+9,503
+22% +$136K 0.02% 512
2024
Q2 		$610K Buy
43,563
+1,899
+5% +$26.6K 0.02% 580
2024
Q1 		$611K Buy
41,664
+2,100
+5% +$30.3K 0.02% 562
2023
Q4 		$561K Sell
39,564
-5,821
-13% -$79.3K 0.02% 551
2023
Q3 		$622K Buy
45,385
+26,825
+145% +$379K 0.03% 464
2023
Q2 		$262K Sell
18,560
-22,900
-55% -$332K 0.01% 664
2023
Q1 		$609K Buy
41,460
+5,000
+14% +$75.9K 0.04% 426
2022
Q4 		$565K Buy
36,460
+2,710
+8% +$41.1K 0.04% 410
2022
Q3 		$455K Buy
33,750
+7,200
+27% +$112K 0.03% 411
2022
Q2 		$406K Sell
26,550
-385
-1% -$6.16K 0.03% 454
2022
Q1 		$447K Buy
26,935
+1,385
+5% +$23.2K 0.03% 459
2021
Q4 		$454K Buy
25,550
+2,400
+10% +$41.9K 0.03% 456
2021
Q3 		$388K Buy
23,150
+7,500
+48% +$129K 0.03% 497
2021
Q2 		$266K Buy
+15,650
New +$263K 0.02% 582
2021
Q1 		– Sell
-10,750
Closed -$163K – 710
2020
Q4 		$163K Sell
10,750
-3,430
-24% -$49K 0.02% 624
2020
Q3 		$192K Sell
14,180
-1,200
-8% -$16.6K 0.02% 535
2020
Q2 		$209K Sell
15,380
-2,356
-13% -$31.4K 0.03% 472
2020
Q1 		$222K Sell
17,736
-1,544
-8% -$24.8K 0.04% 386
2019
Q4 		$340K Buy
19,280
+283
+1% +$5.04K 0.05% 385
2019
Q3 		$339K Buy
18,997
+769
+4% +$13.6K 0.05% 350
2019
Q2 		$321K Buy
18,228
+686
+4% +$12.1K 0.05% 345
2019
Q1 		$316K Sell
17,542
-150
-0.8% -$2.64K 0.06% 292
2018
Q4 		$304K Sell
17,692
-2,953
-14% -$52.7K 0.06% 283
2018
Q3 		$409K Sell
20,645
-1,028
-5% -$19.7K 0.08% 251
2018
Q2 		$401K Buy
21,673
+6,823
+46% +$128K 0.09% 253
2018
Q1 		$264K Buy
14,850
+1,145
+8% +$21K 0.07% 275
2017
Q4 		$258K Buy
13,705
+2,125
+18% +$37.9K 0.08% 209
2017
Q3 		$196K Sell
11,580
-1,330
-10% -$22.2K 0.08% 213
2017
Q2 		$213K Buy
12,910
+950
+8% +$15.4K 0.08% 206
2017
Q1 		$187K Buy
+11,960
New +$187K 0.07% 205

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

Dynamic Advisor Solutions's DIAX Position: Q1 2026 in Review

Dynamic Advisor Solutions sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 38,250 shares — an estimated $584K sold.

Dynamic Advisor Solutions first reported a position in DIAX in Q1 2017 and held it in 35 quarters. The position peaked at $788K in Q3 2024. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Dynamic Advisor Solutions reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 38,250 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $584K.
  • Dynamic Advisor Solutions first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2017 and held it in 35 quarters.
  • Dynamic Advisor Solutions's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $788K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2026, filed 8 Apr 2026.