Envestnet Asset Management
DIAX

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

Envestnet 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
-91,615
Closed -$1.4M – 4736
2025
Q4 		$1.4M Buy
91,615
+1,687
+2% +$25.1K ﹤0.01% 3080
2025
Q3 		$1.34M Buy
89,928
+1,262
+1% +$18.3K ﹤0.01% 3162
2025
Q2 		$1.27M Sell
88,666
-2,926
-3% -$40.7K ﹤0.01% 3130
2025
Q1 		$1.33M Buy
91,592
+3,467
+4% +$52.2K ﹤0.01% 3004
2024
Q4 		$1.33M Sell
88,125
-1,150
-1% -$17.4K ﹤0.01% 2970
2024
Q3 		$1.33M Sell
89,275
-893
-1% -$12.8K ﹤0.01% 2932
2024
Q2 		$1.26M Buy
90,168
+548
+0.6% +$7.69K ﹤0.01% 2878
2024
Q1 		$1.31M Sell
89,620
-800
-0.9% -$11.5K ﹤0.01% 2839
2023
Q4 		$1.27M Buy
90,420
+1,170
+1% +$15.9K ﹤0.01% 2755
2023
Q3 		$1.22M Buy
89,250
+362
+0.4% +$5.12K ﹤0.01% 2665
2023
Q2 		$1.25M Buy
88,888
+75,860
+582% +$1.1M ﹤0.01% 2576
2023
Q1 		$191K Buy
+13,028
New +$198K ﹤0.01% 3666
2022
Q3 		– Sell
-89,439
Closed -$1.37M – 3930
2022
Q2 		$1.37M Buy
89,439
+1,306
+1% +$20.9K ﹤0.01% 2361
2022
Q1 		$1.46M Buy
88,133
+5,138
+6% +$86.1K ﹤0.01% 2391
2021
Q4 		$1.48M Buy
82,995
+6,558
+9% +$114K ﹤0.01% 2361
2021
Q3 		$1.28M Buy
76,437
+6,436
+9% +$111K ﹤0.01% 2382
2021
Q2 		$1.19M Buy
70,001
+3,516
+5% +$59.1K ﹤0.01% 2402
2021
Q1 		$1.08M Sell
66,485
-4,299
-6% -$66.1K ﹤0.01% 2354
2020
Q4 		$1.08M Buy
+70,784
New +$1.01M ﹤0.01% 2160

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

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

Envestnet Asset Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 91,615 shares — an estimated $1.4M sold.

Envestnet Asset Management first reported a position in DIAX in Q4 2020 and held it in 19 quarters. The position peaked at $1.48M in Q4 2021. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Envestnet Asset Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 91,615 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $1.4M.
  • Envestnet Asset Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2020 and held it in 19 quarters.
  • Envestnet Asset Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1.48M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.