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

PFS 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	-7,863	Closed	-$120K	–	594
2025 Q4	$120K	Buy	7,863 +306	+4%	+$4.55K	0.05%	110
2025 Q3	$113K	Buy	7,557 +156	+2%	+$2.26K	0.05%	107
2025 Q2	$106K	Buy	7,401 +152	+2%	+$2.12K	0.05%	105
2025 Q1	$105K	Hold	7,249	–	–	0.06%	97
2024 Q4	$109K	Buy	7,249 +277	+4%	+$4.2K	0.06%	100
2024 Q3	$104K	Buy	6,972 +140	+2%	+$2.01K	0.06%	95
2024 Q2	$95.7K	Buy	6,832 +132	+2%	+$1.85K	0.06%	91
2024 Q1	$98.2K	Hold	6,700	–	–	0.07%	91
2023 Q4	$93.8K	Buy	+6,700	New	+$91.3K	0.06%	92

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

PFS Partners's DIAX Position: Q1 2026 in Review

PFS Partners sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 7,863 shares — an estimated $120K sold.

PFS Partners first reported a position in DIAX in Q4 2023 and held it in 9 quarters. The position peaked at $120K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

PFS Partners reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
PFS Partners sold 7,863 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $120K.
PFS Partners first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2023 and held it in 9 quarters.
PFS Partners's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $120K in Q4 2025.
3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.