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

&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	-69,614	Closed	-$1.06M	–	2419
2025 Q4	$1.06M	Buy	69,614 +13,666	+24%	+$203K	0.01%	1187
2025 Q3	$833K	Sell	55,948 -4,010	-7%	-$58.2K	0.01%	1175
2025 Q2	$860K	Buy	59,958 +30,957	+107%	+$431K	0.01%	1056
2025 Q1	$415K	Buy	+29,001	New	+$437K	﹤0.01%	1224

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

&Partners's DIAX Position: Q1 2026 in Review

&Partners sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 69,614 shares — an estimated $1.06M sold.

&Partners first reported a position in DIAX in Q1 2025 and held it in 4 quarters. The position peaked at $1.06M in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

&Partners reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
&Partners sold 69,614 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $1.06M.
&Partners first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2025 and held it in 4 quarters.
&Partners's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1.06M in Q4 2025.
3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.