Smallwood Wealth Investment Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Smallwood Wealth Investment Management’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	-693	Closed	-$10.6K	–	533
2025 Q4	$10.6K	Buy	693 +21	+3%	+$312	0.01%	310
2025 Q3	$10K	Buy	672 +10	+2%	+$145	0.01%	319
2025 Q2	$9.5K	Buy	662 +11	+2%	+$153	0.01%	321
2025 Q1	$9.45K	Buy	+651	New	+$9.81K	0.01%	314

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

Smallwood Wealth Investment Management's DIAX Position: Q1 2026 in Review

Smallwood Wealth Investment Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 693 shares — an estimated $10.6K sold.

Smallwood Wealth Investment Management first reported a position in DIAX in Q1 2025 and held it in 4 quarters. The position peaked at $10.6K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

Smallwood Wealth Investment Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
Smallwood Wealth Investment Management sold 693 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $10.6K.
Smallwood Wealth Investment Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2025 and held it in 4 quarters.
Smallwood Wealth Investment Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $10.6K in Q4 2025.
3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.