N.E.W. Advisory Services’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

N.E.W. Advisory Services’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	-80	Closed	-$1.21K	–	924
2025 Q4	$1.21K	Buy	80 +2	+3%	+$30	﹤0.01%	839
2025 Q3	$1.16K	Hold	78	–	–	﹤0.01%	783
2025 Q2	$1.12K	Hold	78	–	–	﹤0.01%	788
2025 Q1	$1.13K	Buy	+78	New	+$1.18K	﹤0.01%	849

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

N.E.W. Advisory Services's DIAX Position: Q1 2026 in Review

N.E.W. Advisory Services sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 80 shares — an estimated $1.21K sold.

N.E.W. Advisory Services first reported a position in DIAX in Q1 2025 and held it in 4 quarters. The position peaked at $1.21K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

N.E.W. Advisory Services reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 80 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $1.21K.
N.E.W. Advisory Services first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2025 and held it in 4 quarters.
N.E.W. Advisory Services's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1.21K in Q4 2025.
3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.