SWP
DIAX

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

Sagespring Wealth 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
-22,923
Closed -$350K – 805
2025
Q4 		$350K Buy
22,923
+598
+3% +$8.89K 0.01% 578
2025
Q3 		$332K Buy
22,325
+1,362
+6% +$19.8K 0.01% 572
2025
Q2 		$301K Sell
20,963
-1,623
-7% -$22.6K 0.01% 580
2025
Q1 		$327K Sell
22,586
-2,475
-10% -$37.3K 0.01% 487
2024
Q4 		$377K Buy
+25,061
New +$380K 0.01% 411

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

Sagespring Wealth Partners's DIAX Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 22,923 shares — an estimated $350K sold.

Sagespring Wealth Partners first reported a position in DIAX in Q4 2024 and held it in 5 quarters. The position peaked at $377K in Q4 2024. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 22,923 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $350K.
  • Sagespring Wealth Partners first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2024 and held it in 5 quarters.
  • Sagespring Wealth Partners's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $377K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.