VIPI
DIAX

Vista Investment Partners II’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Vista Investment Partners II’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
-10,800
Closed -$165K – 162
2025
Q4 		$165K Hold
10,800
– – 0.07% 144
2025
Q3 		$161K Hold
10,800
– – 0.08% 137
2025
Q2 		$155K Hold
10,800
– – 0.07% 132
2025
Q1 		$156K Hold
10,800
– – 0.09% 123
2024
Q4 		$163K Buy
+10,800
New +$164K 0.1% 122

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

Vista Investment Partners II's DIAX Position: Q1 2026 in Review

Vista Investment Partners II sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 10,800 shares — an estimated $165K sold.

Vista Investment Partners II first reported a position in DIAX in Q4 2024 and held it in 5 quarters. The position peaked at $165K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Vista Investment Partners II reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 10,800 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $165K.
  • Vista Investment Partners II first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2024 and held it in 5 quarters.
  • Vista Investment Partners II's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $165K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Vista Investment Partners II's 13F filing for Q1 2026, filed 23 Apr 2026.