PIWA
DIAX

Prevail Innovative Wealth Advisors’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Prevail Innovative Wealth Advisors’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
-57,026
Closed -$870K – 193
2025
Q4 		$870K Buy
57,026
+19,733
+53% +$294K 0.16% 148
2025
Q3 		$555K Buy
+37,293
New +$541K 0.11% 164

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

Prevail Innovative Wealth Advisors's DIAX Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 57,026 shares — an estimated $870K sold.

Prevail Innovative Wealth Advisors first reported a position in DIAX in Q3 2025 and held it in 2 quarters. The position peaked at $870K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Prevail Innovative Wealth Advisors reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 57,026 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $870K.
  • Prevail Innovative Wealth Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $870K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.