MQWP
DIAX

Morey & Quinn Wealth Partners’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Morey & Quinn Wealth Partners’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
-16,676
Closed -$254K – 137
2025
Q4 		$254K Hold
16,676
– – 0.18% 116
2025
Q3 		$248K Hold
16,676
– – 0.18% 116
2025
Q2 		$239K Sell
16,676
-779
-4% -$10.8K 0.19% 114
2025
Q1 		$253K Sell
17,455
-268
-2% -$4.04K 0.21% 109
2024
Q4 		$267K Buy
+17,723
New +$269K 0.23% 101

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

Morey & Quinn Wealth Partners's DIAX Position: Q1 2026 in Review

Morey & Quinn Wealth Partners sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 16,676 shares — an estimated $254K sold.

Morey & Quinn Wealth Partners first reported a position in DIAX in Q4 2024 and held it in 5 quarters. The position peaked at $267K in Q4 2024. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Morey & Quinn Wealth Partners reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Morey & Quinn Wealth Partners sold 16,676 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $254K.
  • Morey & Quinn Wealth Partners first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2024 and held it in 5 quarters.
  • Morey & Quinn Wealth Partners's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $267K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.