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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

DIAX holding history

Nuveen Dow 30sm Dynamic Overwrite Fund in every 13F filed by SOA Wealth Advisors, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIAX overviewAll 13F holders of DIAXFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of DIAX by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,283−100.0%Sold outHolders
Q4 20251,283$19.6K<0.1%+50+4.1%AddedHolders
Q3 20251,233$18.4K<0.1%+25+2.1%AddedHolders
Q2 20251,208$17.3K<0.1%+25+2.1%AddedHolders
Q1 20251,183$17.1K<0.1%00.0%UnchangedHolders
Q4 20241,183$17.8K<0.1%+45+4.0%AddedHolders
Q3 20241,138$16.9K<0.1%+22+2.0%AddedHolders
Q2 20241,116$15.6K<0.1%+22+2.0%AddedHolders
Q1 20241,094$16.0K<0.1%+22+2.1%AddedHolders
Q4 20231,072$15.0K<0.1%+22+2.1%AddedHolders
Q3 20231,050$14.4K<0.1%+21+2.0%AddedHolders
Q2 20231,029$14.5K<0.1%+19+1.9%AddedHolders
Q1 20231,010$14.8K<0.1%+19+1.9%AddedHolders
Q4 2022991$15.4K<0.1%+20+2.1%AddedHolders
Q3 2022971$13.0K<0.1%+18+1.9%AddedHolders
Q2 2022953$14.0K<0.1%+15+1.6%AddedHolders
Q1 2022938$15.0K<0.1%+15+1.6%AddedHolders
Q4 2021923$16.0K<0.1%+14+1.5%AddedHolders
Q3 2021909$15.0K<0.1%+14+1.6%AddedHolders
Q2 2021895$15.0K<0.1%−303−25.3%ReducedHolders
Q1 20211,198$19.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.