PKS Advisory Services’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

PKS 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	-11,894	Closed	-$182K	–	238
2025 Q4	$182K	Buy	11,894 +36	+0.3%	+$535	0.04%	250
2025 Q3	$177K	Sell	11,858 -529	-4%	-$7.67K	0.04%	236
2025 Q2	$178K	Sell	12,387 -25	-0.2%	-$348	0.04%	251
2025 Q1	$180K	Sell	12,412 -300	-2%	-$4.52K	0.05%	231
2024 Q4	$191K	Buy	+12,712	New	+$193K	0.05%	234

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

PKS Advisory Services's DIAX Position: Q1 2026 in Review

PKS Advisory Services sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 11,894 shares — an estimated $182K sold.

PKS Advisory Services first reported a position in DIAX in Q4 2024 and held it in 5 quarters. The position peaked at $191K in Q4 2024. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

PKS Advisory Services reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
PKS Advisory Services sold 11,894 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $182K.
PKS Advisory Services first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2024 and held it in 5 quarters.
PKS Advisory Services's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $191K in Q4 2024.
3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.