WPG Advisers’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

WPG Advisers’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	-993	Closed	-$15.2K	–	1497
2025 Q4	$15.2K	Sell	993 -24	-2%	-$357	0.01%	581
2025 Q3	$15.1K	Buy	1,017 +9	+0.9%	+$131	0.01%	576
2025 Q2	$14.5K	Sell	1,008 -545	-35%	-$7.58K	0.01%	562
2025 Q1	$22.5K	Sell	1,553 -1,056	-40%	-$15.9K	0.02%	445
2024 Q4	$39.3K	Buy	+2,609	New	+$39.5K	0.04%	333

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

WPG Advisers's DIAX Position: Q1 2026 in Review

WPG Advisers sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 993 shares — an estimated $15.2K sold.

WPG Advisers first reported a position in DIAX in Q4 2024 and held it in 5 quarters. The position peaked at $39.3K in Q4 2024. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

WPG Advisers reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
WPG Advisers sold 993 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $15.2K.
WPG Advisers first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2024 and held it in 5 quarters.
WPG Advisers's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $39.3K in Q4 2024.
3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.