IAA
DIAX

Independent Advisor Alliance’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-136,817
Closed -$2.06M – 915
2024
Q4 		$2.06M Buy
+136,817
New +$2.07M 0.03% 502

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Independent Advisor Alliance's DIAX Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2025, closing a stake of 136,817 shares — an estimated $2.06M sold.

Independent Advisor Alliance first reported a position in DIAX in Q4 2024 and held it in 1 quarter. The position peaked at $2.06M in Q4 2024. 100 funds tracked by Wall St. Rank hold DIAX as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 136,817 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2025, an estimated $2.06M.
  • Independent Advisor Alliance first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $2.06M in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.