Global Retirement Partners’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Global Retirement Partners’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
2025 Q4	$125K	Buy	+8,202	New	+$122K	﹤0.01%	1771
2020 Q4	–	Sell	-945	Closed	-$13K	–	1743
2020 Q3	$13K	Hold	945	–	–	﹤0.01%	1062
2020 Q2	$13K	Hold	945	–	–	﹤0.01%	1031
2020 Q1	$12K	Hold	945	–	–	﹤0.01%	972
2019 Q4	$17K	Hold	945	–	–	﹤0.01%	993
2019 Q3	$17K	Hold	945	–	–	﹤0.01%	955
2019 Q2	$17K	Hold	945	–	–	﹤0.01%	955
2019 Q1	$17K	Hold	945	–	–	﹤0.01%	874
2018 Q4	$15K	Hold	945	–	–	﹤0.01%	842
2018 Q3	$19K	Hold	945	–	–	﹤0.01%	825
2018 Q2	$17K	Hold	945	–	–	﹤0.01%	844
2018 Q1	$17K	Hold	945	–	–	﹤0.01%	800
2017 Q4	$18K	Buy	+945	New	+$16.9K	﹤0.01%	745

Other funds holding DIAX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Global Retirement Partners's DIAX Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2025: 8,202 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #1771 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DIAX as recently as Q3 2020.

Global Retirement Partners first reported a position in DIAX in Q4 2017 and has held it in 13 quarters since. 122 funds tracked by Wall St. Rank hold DIAX as of Q4 2025.

Global Retirement Partners held 8,202 shares of Nuveen Dow 30SM Dynamic Overwrite Fund worth $125K as of Q4 2025.
Nuveen Dow 30SM Dynamic Overwrite Fund was a new Global Retirement Partners position in Q4 2025.
Nuveen Dow 30SM Dynamic Overwrite Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1771 holding.
Global Retirement Partners first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2017 and has held it in 13 quarters since.
122 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.