SOA Wealth Advisors’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,283
| Closed | -$19.6K | – | 874 |
|
|
2025
Q4 | $19.6K | Buy |
1,283
+50
| +4% | +$744 | ﹤0.01% | 507 |
|
|
2025
Q3 | $18.4K | Buy |
1,233
+25
| +2% | +$363 | ﹤0.01% | 528 |
|
|
2025
Q2 | $17.3K | Buy |
1,208
+25
| +2% | +$348 | ﹤0.01% | 529 |
|
|
2025
Q1 | $17.1K | Hold |
1,183
| – | – | ﹤0.01% | 494 |
|
|
2024
Q4 | $17.8K | Buy |
1,183
+45
| +4% | +$682 | ﹤0.01% | 470 |
|
|
2024
Q3 | $16.9K | Buy |
1,138
+22
| +2% | +$315 | ﹤0.01% | 474 |
|
|
2024
Q2 | $15.6K | Buy |
1,116
+22
| +2% | +$309 | ﹤0.01% | 476 |
|
|
2024
Q1 | $16K | Buy |
1,094
+22
| +2% | +$318 | ﹤0.01% | 469 |
|
|
2023
Q4 | $15K | Buy |
1,072
+22
| +2% | +$300 | ﹤0.01% | 471 |
|
|
2023
Q3 | $14.4K | Buy |
1,050
+21
| +2% | +$297 | ﹤0.01% | 476 |
|
|
2023
Q2 | $14.5K | Buy |
1,029
+19
| +2% | +$275 | ﹤0.01% | 482 |
|
|
2023
Q1 | $14.8K | Buy |
1,010
+19
| +2% | +$288 | ﹤0.01% | 475 |
|
|
2022
Q4 | $15.4K | Buy |
991
+20
| +2% | +$304 | ﹤0.01% | 451 |
|
|
2022
Q3 | $13K | Buy |
971
+18
| +2% | +$279 | ﹤0.01% | 463 |
|
|
2022
Q2 | $14K | Buy |
953
+15
| +2% | +$240 | ﹤0.01% | 442 |
|
|
2022
Q1 | $15K | Buy |
938
+15
| +2% | +$251 | ﹤0.01% | 512 |
|
|
2021
Q4 | $16K | Buy |
923
+14
| +2% | +$244 | ﹤0.01% | 484 |
|
|
2021
Q3 | $15K | Buy |
909
+14
| +2% | +$242 | ﹤0.01% | 501 |
|
|
2021
Q2 | $15K | Sell |
895
-303
| -25% | -$5.1K | ﹤0.01% | 500 |
|
|
2021
Q1 | $19K | Hold |
1,198
| – | – | 0.01% | 413 |
|
|
2020
Q4 | $18K | Buy |
+1,198
| New | +$17.1K | ﹤0.01% | 423 |
|
Other funds holding DIAX
SOA Wealth Advisors's DIAX Position: Q1 2026 in Review
SOA Wealth Advisors sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 1,283 shares — an estimated $19.6K sold.
SOA Wealth Advisors first reported a position in DIAX in Q4 2020 and held it in 21 quarters. The position peaked at $19.6K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.
- SOA Wealth Advisors reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
- SOA Wealth Advisors sold 1,283 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $19.6K.
- SOA Wealth Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2020 and held it in 21 quarters.
- SOA Wealth Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $19.6K in Q4 2025.
- 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.
Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.