LWL
DIAX

Leo Wealth LLC’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Leo Wealth LLC’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
-23,000
Closed -$351K – 458
2025
Q4 		$351K Hold
23,000
– – 0.03% 319
2025
Q3 		$342K Hold
23,000
– – 0.04% 216
2025
Q2 		$330K Hold
23,000
– – 0.03% 298
2025
Q1 		$333K Hold
23,000
– – 0.05% 209
2024
Q4 		$346K Hold
23,000
– – 0.03% 271
2024
Q3 		$342K Hold
23,000
– – 0.03% 265
2024
Q2 		$322K Hold
23,000
– – 0.03% 262
2024
Q1 		$337K Hold
23,000
– – 0.03% 258
2023
Q4 		$322K Buy
+23,000
New +$313K 0.03% 253

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

Leo Wealth LLC's DIAX Position: Q1 2026 in Review

Leo Wealth LLC sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 23,000 shares — an estimated $351K sold.

Leo Wealth LLC first reported a position in DIAX in Q4 2023 and held it in 9 quarters. The position peaked at $351K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Leo Wealth LLC reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Leo Wealth LLC sold 23,000 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $351K.
  • Leo Wealth LLC first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2023 and held it in 9 quarters.
  • Leo Wealth LLC's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $351K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.