Formidable Asset Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-37,371
| Closed | -$570K | – | 400 |
|
|
2026
Q1 | $570K | Hold |
37,371
| – | – | 0.09% | 208 |
|
|
2025
Q4 | $556K | Sell |
37,371
-3,932
| -10% | -$58.5K | 0.08% | 231 |
|
|
2025
Q3 | $592K | Sell |
41,303
-1,119
| -3% | -$16.2K | 0.09% | 206 |
|
|
2025
Q2 | $615K | Hold |
42,422
| – | – | 0.1% | 193 |
|
|
2025
Q1 | $615K | Sell |
42,422
-3,209
| -7% | -$48.3K | 0.1% | 194 |
|
|
2024
Q4 | $687K | Buy |
45,631
+13
| +0% | +$197 | 0.11% | 174 |
|
|
2024
Q3 | $677K | Sell |
45,618
-13,965
| -23% | -$200K | 0.11% | 182 |
|
|
2024
Q2 | $835K | Buy |
59,583
+174
| +0.3% | +$2.44K | 0.14% | 151 |
|
|
2024
Q1 | $871K | Sell |
59,409
-9,452
| -14% | -$136K | 0.14% | 147 |
|
|
2023
Q4 | $964K | Hold |
68,861
| – | – | 0.2% | 95 |
|
|
2023
Q3 | $943K | Hold |
68,861
| – | – | 0.21% | 90 |
|
|
2023
Q2 | $972K | Hold |
68,861
| – | – | 0.21% | 86 |
|
|
2023
Q1 | $1.01M | Sell |
68,861
-359
| -0.5% | -$5.45K | 0.21% | 87 |
|
|
2022
Q4 | $1.07M | Hold |
69,220
| – | – | 0.24% | 80 |
|
|
2022
Q3 | $1.02M | Sell |
69,220
-12,744
| -16% | -$197K | 0.24% | 80 |
|
|
2022
Q2 | $1.25M | Sell |
81,964
-285
| -0.3% | -$4.56K | 0.28% | 70 |
|
|
2022
Q1 | $1.37M | Buy |
+82,249
| New | +$1.38M | 0.26% | 76 |
|
|
2021
Q4 | – | Sell |
-85,813
| Closed | -$1.44M | – | 326 |
|
|
2021
Q3 | $1.44M | Sell |
85,813
-1,512
| -2% | -$26.1K | 0.27% | 77 |
|
|
2021
Q2 | $1.5M | Sell |
87,325
-4,968
| -5% | -$83.6K | 0.32% | 59 |
|
|
2021
Q1 | $1.5M | Sell |
92,293
-1,277
| -1% | -$19.6K | 0.33% | 73 |
|
|
2020
Q4 | $1.39M | Buy |
+93,570
| New | +$1.34M | 0.32% | 70 |
|
|
2020
Q3 | – | Sell |
-81,191
| Closed | -$1.13M | – | 272 |
|
|
2020
Q2 | $1.13M | Buy |
81,191
+3,943
| +5% | +$52.6K | 0.33% | 65 |
|
|
2020
Q1 | $967K | Buy |
+77,248
| New | +$1.24M | 0.38% | 57 |
|
|
2019
Q4 | – | Sell |
-77,989
| Closed | -$1.37M | – | 236 |
|
|
2019
Q3 | $1.37M | Buy |
+77,989
| New | +$1.37M | 1.27% | 17 |
|
|
2018
Q4 | – | Sell |
-82,271
| Closed | -$1.64M | – | 92 |
|
|
2018
Q3 | $1.64M | Hold |
82,271
| – | – | 0.65% | 35 |
|
|
2018
Q2 | $1.52M | Sell |
82,271
-965
| -1% | -$18.2K | 0.65% | 34 |
|
|
2018
Q1 | $1.48M | Sell |
83,236
-322
| -0.4% | -$5.91K | 0.74% | 26 |
|
|
2017
Q4 | $1.57M | Sell |
83,558
-1,517
| -2% | -$27.1K | 0.72% | 31 |
|
|
2017
Q3 | $1.44M | Buy |
+85,075
| New | +$1.42M | 0.61% | 28 |
|
|
2017
Q2 | – | Sell |
-90,819
| Closed | -$1.46M | – | 182 |
|
|
2017
Q1 | $1.46M | Sell |
90,819
-10,456
| -10% | -$164K | 0.64% | 25 |
|
|
2016
Q4 | $1.52M | Sell |
101,275
-1,221
| -1% | -$17.7K | 0.77% | 24 |
|
|
2016
Q3 | $1.48M | Sell |
102,496
-100
| -0.1% | -$1.46K | 0.73% | 23 |
|
|
2016
Q2 | $1.51M | Sell |
102,596
-799
| -0.8% | -$11.3K | 0.84% | 21 |
|
|
2016
Q1 | $1.47M | Sell |
103,395
-5,851
| -5% | -$78.5K | 1.03% | 16 |
|
|
2015
Q4 | $1.52M | Sell |
109,246
-7,142
| -6% | -$102K | 1.05% | 18 |
|
|
2015
Q3 | $1.57M | Buy |
116,388
+204
| +0.2% | +$2.92K | 1.05% | 14 |
|
|
2015
Q2 | $1.73M | Hold |
116,184
| – | – | 1.1% | 15 |
|
|
2015
Q1 | $1.77M | Sell |
116,184
-1,964
| -2% | -$30.3K | 1.17% | 16 |
|
|
2014
Q4 | $1.82M | Buy |
+118,148
| New | +$1.9M | 1.24% | 14 |
|
Formidable Asset Management's DIAX Position: Q2 2026 in Review
Formidable Asset Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2026, closing a stake of 37,371 shares — an estimated $570K sold.
Formidable Asset Management first reported a position in DIAX in Q4 2014 and held it in 39 quarters. The position peaked at $1.82M in Q4 2014. 0 funds tracked by Wall St. Rank hold DIAX as of Q2 2026.
- Formidable Asset Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
- Formidable Asset Management sold 37,371 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2026, an estimated $570K.
- Formidable Asset Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2014 and held it in 39 quarters.
- Formidable Asset Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1.82M in Q4 2014.
- 0 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2026.
Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.