KG
DIAX

Kilter Group’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Kilter Group’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
-917
Closed -$14K – 1606
2025
Q4 		$14K Buy
917
+35
+4% +$521 0.01% 262
2025
Q3 		$13.1K Buy
+882
New +$12.8K 0.01% 263

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

Kilter Group's DIAX Position: Q1 2026 in Review

Kilter Group sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 917 shares — an estimated $14K sold.

Kilter Group first reported a position in DIAX in Q3 2025 and held it in 2 quarters. The position peaked at $14K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Kilter Group reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Kilter Group sold 917 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $14K.
  • Kilter Group first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2025 and held it in 2 quarters.
  • Kilter Group's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $14K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.