Formidable Asset Management, LLC
Position in DIAX — Nuveen Dow 30sm Dynamic Overwrite Fund
CIK 1592613
CINCINNATI, OH
Position in DIAX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$526,931
-$43,350 QoQ
Shares Held
37,371
0.0% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1
of 3 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DIAX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Formidable Asset Management, LLC holds $37,028,094 across 27 Asset Management names. DIAX ranks #16 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
1,376,536 | $7,323,171 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
843,399 | $7,303,835 | |
| 3 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
301,869 | $4,099,381 | |
| 4 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
113,692 | $2,791,138 | |
| 5 | HQL |
abrdn Life Sciences Investors
|
158,385 | $2,576,923 | |
| 6 | ETO |
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
|
51,874 | $1,382,442 | |
| 7 | BGR |
BlackRock Energy & Resources Trust
|
77,702 | $1,345,021 | |
| 8 | RJF |
Raymond James Financial Inc
|
7,618 | $1,103,010 |
All Filings in DIAX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $526,931 | 37,371 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $570,281 | 37,371 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $615,001 | 41,303 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $608,331 | 42,422 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $614,694 | 42,422 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $687,202 | 45,631 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $677,427 | 45,618 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $834,757 | 59,583 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $870,935 | 59,409 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $964,054 | 68,861 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $943,395 | 68,861 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $971,628 | 68,861 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,010,879 | 68,861 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,073,602 | 69,220 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $933,777 | 69,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,252,409 | 81,964 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $1,366,155 | 82,249 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $1,437,367 | 85,813 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,486,271 | 87,325 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,499,761 | 92,293 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,422,264 | 93,570 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $1,105,009 | 81,191 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $967,144 | 77,248 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||