Institute for Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-28,143
| Closed | -$429K | – | 553 |
|
|
2025
Q4 | $429K | Sell |
28,143
-172
| -0.6% | -$2.56K | 0.05% | 342 |
|
|
2025
Q3 | $422K | Hold |
28,315
| – | – | 0.04% | 367 |
|
|
2025
Q2 | $406K | Hold |
28,315
| – | – | 0.05% | 357 |
|
|
2025
Q1 | $410K | Hold |
28,315
| – | – | 0.05% | 338 |
|
|
2024
Q4 | $426K | Sell |
28,315
-345
| -1% | -$5.23K | 0.05% | 318 |
|
|
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% | 317 |
|
|
2023
Q4 | $403K | Sell |
28,806
-3,398
| -11% | -$46.3K | 0.07% | 306 |
|
|
2023
Q3 | $441K | Sell |
32,204
-60
| -0.2% | -$848 | 0.08% | 282 |
|
|
2023
Q2 | $455K | Sell |
32,264
-130
| -0.4% | -$1.88K | 0.08% | 280 |
|
|
2023
Q1 | $476K | Sell |
32,394
-125
| -0.4% | -$1.9K | 0.09% | 271 |
|
|
2022
Q4 | $504K | Hold |
32,519
| – | – | 0.11% | 261 |
|
|
2022
Q3 | $439K | Sell |
32,519
-225
| -0.7% | -$3.49K | 0.1% | 263 |
|
|
2022
Q2 | $500K | Sell |
32,744
-60
| -0.2% | -$960 | 0.1% | 276 |
|
|
2022
Q1 | $545K | Hold |
32,804
| – | – | 0.09% | 279 |
|
|
2021
Q4 | $583K | Sell |
32,804
-48
| -0.1% | -$838 | 0.1% | 254 |
|
|
2021
Q3 | $550K | Sell |
32,852
-120
| -0.4% | -$2.07K | 0.1% | 255 |
|
|
2021
Q2 | $561K | Sell |
32,972
-24
| -0.1% | -$404 | 0.1% | 250 |
|
|
2021
Q1 | $536K | Sell |
32,996
-72
| -0.2% | -$1.11K | 0.1% | 250 |
|
|
2020
Q4 | $503K | Sell |
33,068
-2,560
| -7% | -$36.6K | 0.1% | 253 |
|
|
2020
Q3 | $482K | Hold |
35,628
| – | – | 0.11% | 232 |
|
|
2020
Q2 | $485K | Hold |
35,628
| – | – | 0.12% | 236 |
|
|
2020
Q1 | $446K | Sell |
35,628
-7,664
| -18% | -$123K | 0.14% | 203 |
|
|
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% | -$70 | 0.17% | 165 |
|
|
2018
Q4 | $698K | Sell |
43,296
-5,247
| -11% | -$93.7K | 0.29% | 108 |
|
|
2018
Q3 | $940K | Sell |
48,543
-8,784
| -15% | -$168K | 0.32% | 106 |
|
|
2018
Q2 | $1.11M | Sell |
57,327
-172
| -0.3% | -$3.24K | 0.35% | 97 |
|
|
2018
Q1 | $1.11M | Sell |
57,499
-28
| -0% | -$514 | 0.33% | 106 |
|
|
2017
Q4 | $1.09M | Sell |
57,527
-288
| -0.5% | -$5.14K | 0.25% | 120 |
|
|
2017
Q3 | $981K | Sell |
57,815
-67
| -0.1% | -$1.12K | 0.32% | 103 |
|
|
2017
Q2 | $956K | Buy |
+57,882
| New | +$937K | 0.26% | 127 |
|
Other funds holding DIAX
Institute for Wealth Management's DIAX Position: Q1 2026 in Review
Institute for Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 28,143 shares — an estimated $429K sold.
Institute for Wealth Management first reported a position in DIAX in Q2 2017 and held it in 35 quarters. The position peaked at $1.11M in Q1 2018. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.
- Institute for Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
- Institute for Wealth Management sold 28,143 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $429K.
- Institute for Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2017 and held it in 35 quarters.
- Institute for Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1.11M in Q1 2018.
- 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.