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

GoalVest Advisory’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	-339	Closed	-$5.17K	–	472
2025 Q4	$5.17K	Hold	339	–	–	﹤0.01%	473
2025 Q3	$5.05K	Buy	+339	New	+$4.92K	﹤0.01%	363

Other funds holding DIAX

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

GoalVest Advisory's DIAX Position: Q1 2026 in Review

GoalVest Advisory sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 339 shares — an estimated $5.17K sold.

GoalVest Advisory first reported a position in DIAX in Q3 2025 and held it in 2 quarters. The position peaked at $5.17K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

GoalVest Advisory reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 339 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $5.17K.
GoalVest Advisory first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2025 and held it in 2 quarters.
GoalVest Advisory's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $5.17K in Q4 2025.
3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.