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Allworth Financial’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Allworth Financial’s Portfolio JCE Stock Details JCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-400
Closed -$6.29K – 5166
2025
Q3 		$6.29K Buy
+400
New +$6.22K ﹤0.01% 3411
2025
Q1 		– Sell
-265
Closed -$4.22K – 4121
2024
Q4 		$4.22K Hold
265
– – ﹤0.01% 2838
2024
Q3 		$4.07K Hold
265
– – ﹤0.01% 2660
2024
Q2 		$3.9K Hold
265
– – ﹤0.01% 2629
2024
Q1 		$3.73K Buy
+265
New +$3.6K ﹤0.01% 2536

Other funds holding JCE

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Allworth Financial's JCE Position: Q4 2025 in Review

Allworth Financial sold out of Nuveen Core Equity Alpha Fund (JCE) in Q4 2025, closing a stake of 400 shares — an estimated $6.29K sold.

Allworth Financial first reported a position in JCE in Q1 2024 and held it in 5 quarters. The position peaked at $6.29K in Q3 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q4 2025.

  • Allworth Financial reported no remaining Nuveen Core Equity Alpha Fund position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 400 Nuveen Core Equity Alpha Fund shares in Q4 2025, an estimated $6.29K.
  • Allworth Financial first reported a position in Nuveen Core Equity Alpha Fund in Q1 2024 and held it in 5 quarters.
  • Allworth Financial's Nuveen Core Equity Alpha Fund position peaked at $6.29K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.