IHWM
DIAX

Iron Horse Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Iron Horse Wealth Management’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 		$4.46K Hold
311
– – ﹤0.01% 390
2025
Q1 		$4.51K Buy
+311
New +$4.68K ﹤0.01% 377

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

Iron Horse Wealth Management's DIAX Position: Q2 2025 in Review

Iron Horse Wealth Management held its Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) position steady in Q2 2025 at 311 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Iron Horse Wealth Management first reported a position in DIAX in Q1 2025 and has held it in 2 quarters since. The position peaked at $4.51K in Q1 2025. 104 funds tracked by Wall St. Rank hold DIAX as of Q2 2025.

  • Iron Horse Wealth Management held 311 shares of Nuveen Dow 30SM Dynamic Overwrite Fund worth $4.46K as of Q2 2025.
  • Iron Horse Wealth Management left its Nuveen Dow 30SM Dynamic Overwrite Fund share count unchanged in Q2 2025.
  • Nuveen Dow 30SM Dynamic Overwrite Fund made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #390 holding.
  • Iron Horse Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2025 and has held it in 2 quarters since.
  • Iron Horse Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $4.51K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.