PWPS
DIAX

Pinnacle Wealth Planning Services’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Pinnacle Wealth Planning 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
-3,584
Closed -$54.7K – 2771
2025
Q4 		$54.7K Buy
+3,584
New +$53.3K 0.01% 1136

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

Pinnacle Wealth Planning Services's DIAX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 3,584 shares — an estimated $54.7K sold.

Pinnacle Wealth Planning Services first reported a position in DIAX in Q4 2025 and held it in 1 quarter. The position peaked at $54.7K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,584 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $54.7K.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $54.7K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.