SPIA
DIAX

Steward Partners Investment Advisory’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Steward Partners Investment Advisory’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
-800
Closed -$12.2K – 4468
2025
Q4 		$12.2K Sell
800
-1,000
-56% -$14.9K ﹤0.01% 3363
2025
Q3 		$26.8K Hold
1,800
– – ﹤0.01% 2940
2025
Q2 		$25.8K Hold
1,800
– – ﹤0.01% 2793
2025
Q1 		$26.1K Buy
1,800
+800
+80% +$12.1K ﹤0.01% 2681
2024
Q4 		$15.1K Buy
+1,000
New +$15.2K ﹤0.01% 2918
2021
Q2 		– Sell
-850
Closed -$13.8K – 7160
2021
Q1 		$13.8K Buy
+850
New +$13.1K ﹤0.01% 2646
2020
Q4 		– Sell
-2,788
Closed -$38K – 2904
2020
Q3 		$38K Hold
2,788
– – ﹤0.01% 1620
2020
Q2 		$38K Sell
2,788
-4,276
-61% -$57.1K ﹤0.01% 1525
2020
Q1 		$88K Sell
7,064
-719
-9% -$11.6K ﹤0.01% 1045
2019
Q4 		$137K Sell
7,783
-1,120
-13% -$19.9K ﹤0.01% 1005
2019
Q3 		$158K Sell
8,903
-2,023
-19% -$35.7K 0.01% 921
2019
Q2 		$192K Buy
10,926
+33
+0.3% +$582 0.01% 830
2019
Q1 		$196K Sell
10,893
-274
-2% -$4.82K 0.01% 743
2018
Q4 		$180K Buy
11,167
+4,199
+60% +$75K 0.01% 715
2018
Q3 		$138K Hold
6,968
– – 0.01% 821
2018
Q2 		$129K Buy
6,968
+62
+0.9% +$1.17K 0.01% 775
2018
Q1 		$122K Hold
6,906
– – 0.01% 726
2017
Q4 		$130K Buy
6,906
+67
+1% +$1.2K 0.01% 598
2017
Q3 		$115K Buy
6,839
+53
+0.8% +$884 0.01% 517
2017
Q2 		$112K Buy
6,786
+54
+0.8% +$874 0.01% 479
2017
Q1 		$105K Buy
6,732
+5,219
+345% +$81.7K 0.02% 425
2016
Q4 		$22K Buy
+1,513
New +$22K 0.01% 435

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

Steward Partners Investment Advisory's DIAX Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 800 shares — an estimated $12.2K sold.

Steward Partners Investment Advisory first reported a position in DIAX in Q4 2016 and held it in 22 quarters. The position peaked at $196K in Q1 2019. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 800 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $12.2K.
  • Steward Partners Investment Advisory first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2016 and held it in 22 quarters.
  • Steward Partners Investment Advisory's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $196K in Q1 2019.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.