PMG Family Office’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

PMG Family Office’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	-37,842	Closed	-$577K	–	103
2025 Q4	$577K	Sell	37,842 -7,991	-17%	-$119K	0.67%	53
2025 Q3	$696K	Buy	+45,833	New	+$665K	0.78%	49

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

PMG Family Office's DIAX Position: Q1 2026 in Review

PMG Family Office sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 37,842 shares — an estimated $577K sold.

PMG Family Office first reported a position in DIAX in Q3 2025 and held it in 2 quarters. The position peaked at $696K in Q3 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

PMG Family Office reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
PMG Family Office sold 37,842 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $577K.
PMG Family Office first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2025 and held it in 2 quarters.
PMG Family Office's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $696K in Q3 2025.
3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on PMG Family Office's 13F filing for Q1 2026, filed 17 Apr 2026.