LFG
DIAX

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

Larson Financial 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
-6,000
Closed -$91.6K – 3680
2025
Q4 		$91.6K Hold
6,000
– – ﹤0.01% 962
2025
Q3 		$89.3K Hold
6,000
– – ﹤0.01% 948
2025
Q2 		$86K Hold
6,000
– – ﹤0.01% 900
2025
Q1 		$86.9K Hold
6,000
– – ﹤0.01% 835
2024
Q4 		$90.4K Hold
6,000
– – ﹤0.01% 749
2024
Q3 		$89.1K Buy
6,000
+4,200
+233% +$60.2K 0.01% 757
2024
Q2 		$25.2K Buy
+1,800
New +$25.2K ﹤0.01% 991
2019
Q4 		– Sell
-627
Closed -$11K – 592
2019
Q3 		$11K Buy
+627
New +$11.1K 0.01% 294

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

Larson Financial Group's DIAX Position: Q1 2026 in Review

Larson Financial Group sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 6,000 shares — an estimated $91.6K sold.

Larson Financial Group first reported a position in DIAX in Q3 2019 and held it in 8 quarters. The position peaked at $91.6K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Larson Financial Group reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 6,000 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $91.6K.
  • Larson Financial Group first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2019 and held it in 8 quarters.
  • Larson Financial Group's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $91.6K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

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