Institute for Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Institute for Wealth Management’s Portfolio DIAX Stock Details DIAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$406K	Hold	28,315	–	–	0.05%	356
2025 Q1	$410K	Hold	28,315	–	–	0.05%	337
2024 Q4	$426K	Sell	28,315 -345	-1%	-$5.2K	0.05%	317
2024 Q3	$426K	Hold	28,660	–	–	0.05%	330
2024 Q2	$402K	Sell	28,660 -146	-0.5%	-$2.05K	0.05%	328
2024 Q1	$422K	Hold	28,806	–	–	0.05%	313
2023 Q4	$403K	Sell	28,806 -3,398	-11%	-$47.6K	0.07%	302
2023 Q3	$441K	Sell	32,204 -60	-0.2%	-$822	0.08%	276
2023 Q2	$455K	Sell	32,264 -130	-0.4%	-$1.83K	0.08%	273
2023 Q1	$476K	Sell	32,394 -125	-0.4%	-$1.84K	0.09%	266
2022 Q4	$504K	Hold	32,519	–	–	0.11%	255
2022 Q3	$439K	Sell	32,519 -225	-0.7%	-$3.04K	0.1%	263
2022 Q2	$500K	Sell	32,744 -60	-0.2%	-$916	0.1%	274
2022 Q1	$545K	Hold	32,804	–	–	0.09%	276
2021 Q4	$583K	Sell	32,804 -48	-0.1%	-$853	0.1%	254
2021 Q3	$550K	Sell	32,852 -120	-0.4%	-$2.01K	0.1%	253
2021 Q2	$561K	Sell	32,972 -24	-0.1%	-$408	0.1%	250
2021 Q1	$536K	Sell	32,996 -72	-0.2%	-$1.17K	0.1%	248
2020 Q4	$503K	Sell	33,068 -2,560	-7%	-$38.9K	0.1%	250
2020 Q3	$482K	Hold	35,628	–	–	0.11%	230
2020 Q2	$485K	Hold	35,628	–	–	0.12%	236
2020 Q1	$446K	Sell	35,628 -7,664	-18%	-$95.9K	0.14%	199
2019 Q4	$765K	Hold	43,292	–	–	0.17%	170
2019 Q3	$771K	Hold	43,292	–	–	0.19%	152
2019 Q2	$762K	Hold	43,292	–	–	0.17%	182
2019 Q1	$779K	Sell	43,292 -4	-0%	-$72	0.17%	165
2018 Q4	$698K	Sell	43,296 -5,247	-11%	-$84.6K	0.29%	108
2018 Q3	$940K	Sell	48,543 -8,784	-15%	-$170K	0.32%	106
2018 Q2	$1.11M	Sell	57,327 -172	-0.3%	-$3.33K	0.35%	97
2018 Q1	$1.11M	Sell	57,499 -28	-0%	-$542	0.33%	106
2017 Q4	$1.09M	Sell	57,527 -288	-0.5%	-$5.44K	0.25%	120
2017 Q3	$981K	Sell	57,815 -67	-0.1%	-$1.14K	0.32%	103
2017 Q2	$956K	Buy	+57,882	New	+$956K	0.26%	127