SF
DIAX

Summit Financial’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Summit Financial’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
-17,215
Closed -$263K – 1417
2025
Q4 		$263K Sell
17,215
-3,193
-16% -$47.5K ﹤0.01% 1131
2025
Q3 		$304K Buy
20,408
+1,408
+7% +$20.4K ﹤0.01% 1058
2025
Q2 		$278K Buy
+19,000
New +$264K 0.01% 703

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

Summit Financial's DIAX Position: Q1 2026 in Review

Summit Financial sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 17,215 shares — an estimated $263K sold.

Summit Financial first reported a position in DIAX in Q2 2025 and held it in 3 quarters. The position peaked at $304K in Q3 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Summit Financial reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 17,215 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $263K.
  • Summit Financial first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2025 and held it in 3 quarters.
  • Summit Financial's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $304K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.