GVAG
DIAX

Great Valley Advisor Group’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Great Valley Advisor Group’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
Q2 		– Sell
-11,624
Closed -$168K – 904
2025
Q1 		$168K Sell
11,624
-2,016
-15% -$30.4K ﹤0.01% 849
2024
Q4 		$205K Buy
13,640
+1,750
+15% +$26.5K ﹤0.01% 814
2024
Q3 		$177K Buy
11,890
+1,250
+12% +$17.9K ﹤0.01% 810
2024
Q2 		$149K Sell
10,640
-3,000
-22% -$42.1K ﹤0.01% 756
2024
Q1 		$200K Hold
13,640
– – 0.01% 716
2023
Q4 		$191K Hold
13,640
– – 0.01% 676
2023
Q3 		$187K Buy
13,640
+950
+7% +$13.4K 0.01% 635
2023
Q2 		$179K Buy
12,690
+2,490
+24% +$36.1K 0.01% 669
2023
Q1 		$150K Hold
10,200
– – 0.01% 666
2022
Q4 		$158K Sell
10,200
-1,475
-13% -$22.4K 0.01% 654
2022
Q3 		$157K Buy
11,675
+1,600
+16% +$24.8K 0.01% 636
2022
Q2 		$154K Buy
+10,075
New +$161K 0.01% 643

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Great Valley Advisor Group's DIAX Position: Q2 2025 in Review

Great Valley Advisor Group sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2025, closing a stake of 11,624 shares — an estimated $168K sold.

Great Valley Advisor Group first reported a position in DIAX in Q2 2022 and held it in 12 quarters. The position peaked at $205K in Q4 2024. 104 funds tracked by Wall St. Rank hold DIAX as of Q2 2025.

  • Great Valley Advisor Group reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 11,624 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2025, an estimated $168K.
  • Great Valley Advisor Group first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2022 and held it in 12 quarters.
  • Great Valley Advisor Group's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $205K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.