KFI
DIAX

Key Financial Inc’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Key Financial Inc’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 		– Sell
-492
Closed -$7.13K – 1443
2025
Q1 		$7.13K Buy
+492
New +$7.41K ﹤0.01% 906

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

Key Financial Inc's DIAX Position: Q2 2025 in Review

Key Financial Inc sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2025, closing a stake of 492 shares — an estimated $7.13K sold.

Key Financial Inc first reported a position in DIAX in Q1 2025 and held it in 1 quarter. The position peaked at $7.13K in Q1 2025. 104 funds tracked by Wall St. Rank hold DIAX as of Q2 2025.

  • Key Financial Inc reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • Key Financial Inc sold 492 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2025, an estimated $7.13K.
  • Key Financial Inc first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2025 and held it in 1 quarter.
  • Key Financial Inc's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $7.13K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.