KAS
DIAX

Kestra Advisory Services’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Kestra Advisory Services’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
-12,465
Closed -$190K – 3419
2025
Q4 		$190K Buy
12,465
+147
+1% +$2.19K ﹤0.01% 2935
2025
Q3 		$183K Sell
12,318
-1,009
-8% -$14.6K ﹤0.01% 2757
2025
Q2 		$191K Buy
13,327
+613
+5% +$8.53K ﹤0.01% 2661
2025
Q1 		$184K Sell
12,714
-7,615
-37% -$115K ﹤0.01% 2498
2024
Q4 		$306K Buy
20,329
+9,583
+89% +$145K ﹤0.01% 2199
2024
Q3 		$160K Sell
10,746
-915
-8% -$13.1K ﹤0.01% 2416
2024
Q2 		$163K Buy
11,661
+256
+2% +$3.59K ﹤0.01% 2456
2024
Q1 		$167K Hold
11,405
– – ﹤0.01% 2313
2023
Q4 		$160K Sell
11,405
-8,617
-43% -$117K ﹤0.01% 2150
2023
Q3 		$274K Buy
20,022
+8,256
+70% +$117K ﹤0.01% 1724
2023
Q2 		$166K Buy
+11,766
New +$170K ﹤0.01% 1935

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

Kestra Advisory Services's DIAX Position: Q1 2026 in Review

Kestra Advisory Services sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 12,465 shares — an estimated $190K sold.

Kestra Advisory Services first reported a position in DIAX in Q2 2023 and held it in 11 quarters. The position peaked at $306K in Q4 2024. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Kestra Advisory Services reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 12,465 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $190K.
  • Kestra Advisory Services first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2023 and held it in 11 quarters.
  • Kestra Advisory Services's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $306K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.