Wealth Preservation Advisors’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Wealth Preservation Advisors’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	-8,190	Closed	-$125K	–	1066
2025 Q4	$125K	Hold	8,190	–	–	0.06%	119
2025 Q3	$122K	Hold	8,190	–	–	0.07%	113
2025 Q2	$117K	Hold	8,190	–	–	0.07%	121
2025 Q1	$119K	Buy	+8,190	New	+$123K	0.08%	114

Other funds holding DIAX

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

Wealth Preservation Advisors's DIAX Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 8,190 shares — an estimated $125K sold.

Wealth Preservation Advisors first reported a position in DIAX in Q1 2025 and held it in 4 quarters. The position peaked at $125K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

Wealth Preservation Advisors reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 8,190 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $125K.
Wealth Preservation Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2025 and held it in 4 quarters.
Wealth Preservation Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $125K in Q4 2025.
3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.