UPS
DIAX

UHLMANN PRICE SECURITIES’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

UHLMANN PRICE SECURITIES’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
-14,336
Closed -$219K – 256
2025
Q4 		$219K Buy
14,336
+555
+4% +$8.26K 0.13% 166
2025
Q3 		$205K Buy
+13,781
New +$200K 0.13% 171

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

UHLMANN PRICE SECURITIES's DIAX Position: Q1 2026 in Review

UHLMANN PRICE SECURITIES sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 14,336 shares — an estimated $219K sold.

UHLMANN PRICE SECURITIES first reported a position in DIAX in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • UHLMANN PRICE SECURITIES reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • UHLMANN PRICE SECURITIES sold 14,336 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $219K.
  • UHLMANN PRICE SECURITIES first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2025 and held it in 2 quarters.
  • UHLMANN PRICE SECURITIES's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $219K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q1 2026, filed 16 Apr 2026.