NFSG
DIAX

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

Newbridge Financial Services 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
2025
Q4 		– Sell
-500
Closed -$7.45K – 1258
2025
Q3 		$7.45K Hold
500
– – ﹤0.01% 952
2025
Q2 		$7.17K Buy
+500
New +$6.96K ﹤0.01% 957

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Newbridge Financial Services Group's DIAX Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2025, closing a stake of 500 shares — an estimated $7.45K sold.

Newbridge Financial Services Group first reported a position in DIAX in Q2 2025 and held it in 2 quarters. The position peaked at $7.45K in Q3 2025. 122 funds tracked by Wall St. Rank hold DIAX as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 500 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2025, an estimated $7.45K.
  • Newbridge Financial Services Group first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $7.45K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.