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

Merit 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	-11,582	Closed	-$177K	–	2137
2025 Q4	$177K	Sell	11,582 -194	-2%	-$2.89K	﹤0.01%	1839
2025 Q3	$175K	Sell	11,776 -124	-1%	-$1.8K	﹤0.01%	1692
2025 Q2	$171K	Buy	11,900 +1,259	+12%	+$17.5K	﹤0.01%	1586
2025 Q1	$154K	Buy	+10,641	New	+$160K	﹤0.01%	1331

Other funds holding DIAX

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

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

Merit Financial Group sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 11,582 shares — an estimated $177K sold.

Merit Financial Group first reported a position in DIAX in Q1 2025 and held it in 4 quarters. The position peaked at $177K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

Merit Financial Group reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
Merit Financial Group sold 11,582 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $177K.
Merit Financial Group first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2025 and held it in 4 quarters.
Merit Financial Group's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $177K in Q4 2025.
3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

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