IWC
DIAX

Integrated Wealth Concepts’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Integrated Wealth Concepts’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
-65,778
Closed -$1M – 2291
2025
Q4 		$1M Sell
65,778
-1,524
-2% -$22.7K 0.01% 773
2025
Q3 		$1M Sell
67,302
-390
-0.6% -$5.66K 0.01% 982
2025
Q2 		$971K Sell
67,692
-529
-0.8% -$7.36K 0.01% 932
2025
Q1 		$989K Sell
68,221
-4,450
-6% -$67K 0.01% 837
2024
Q4 		$1.09M Sell
72,671
-3,725
-5% -$56.4K 0.01% 772
2024
Q3 		$1.13M Buy
76,396
+1,360
+2% +$19.5K 0.01% 744
2024
Q2 		$1.05M Sell
75,036
-5,725
-7% -$80.3K 0.01% 738
2024
Q1 		$1.18M Sell
80,761
-3,899
-5% -$56.3K 0.02% 687
2023
Q4 		$1.19M Sell
84,660
-10,228
-11% -$139K 0.02% 656
2023
Q3 		$1.3M Sell
94,888
-2,512
-3% -$35.5K 0.02% 586
2023
Q2 		$1.37M Sell
97,400
-4,252
-4% -$61.6K 0.02% 574
2023
Q1 		$1.49M Sell
101,652
-595
-0.6% -$9.03K 0.03% 490
2022
Q4 		$1.59M Sell
102,247
-429
-0.4% -$6.51K 0.04% 371
2022
Q3 		$1.39M Buy
102,676
+7,734
+8% +$120K 0.04% 348
2022
Q2 		$1.45M Buy
+94,942
New +$1.52M 0.05% 346

Other funds holding DIAX

SC
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

Integrated Wealth Concepts's DIAX Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 65,778 shares — an estimated $1M sold.

Integrated Wealth Concepts first reported a position in DIAX in Q2 2022 and held it in 15 quarters. The position peaked at $1.59M in Q4 2022. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Integrated Wealth Concepts reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 65,778 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $1M.
  • Integrated Wealth Concepts first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2022 and held it in 15 quarters.
  • Integrated Wealth Concepts's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1.59M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.