Jones Financial Companies
DIAX

Jones Financial Companies’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Jones Financial Companies’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
-180
Closed -$2.75K – 4775
2025
Q4 		$2.75K Buy
+180
New +$2.68K ﹤0.01% 3721

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

Jones Financial Companies's DIAX Position: Q1 2026 in Review

Jones Financial Companies sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 180 shares — an estimated $2.75K sold.

Jones Financial Companies first reported a position in DIAX in Q4 2025 and held it in 1 quarter. The position peaked at $2.75K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Jones Financial Companies reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 180 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $2.75K.
  • Jones Financial Companies first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $2.75K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.