KFP
DIAX

Kerr Financial Planning’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Kerr Financial Planning’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
Q4 		– Sell
-2,419
Closed -$35.8K – 524
2025
Q3 		$35.8K Buy
+2,419
New +$35.1K 0.05% 196

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 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 $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Kerr Financial Planning's DIAX Position: Q4 2025 in Review

Kerr Financial Planning sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2025, closing a stake of 2,419 shares — an estimated $35.8K sold.

Kerr Financial Planning first reported a position in DIAX in Q3 2025 and held it in 1 quarter. The position peaked at $35.8K in Q3 2025. 122 funds tracked by Wall St. Rank hold DIAX as of Q4 2025.

  • Kerr Financial Planning reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 2,419 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2025, an estimated $35.8K.
  • Kerr Financial Planning first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $35.8K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.