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Ameritas Advisory Services’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Ameritas Advisory Services’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
-1,751
Closed -$27.5K – 1562
2025
Q3 		$27.5K Hold
1,751
– – ﹤0.01% 1318
2025
Q2 		$27.1K Buy
+1,751
New +$25.5K ﹤0.01% 1606
2023
Q2 		– Sell
-1,751
Closed -$21.6K – 1590
2023
Q1 		$21.6K Buy
+1,751
New +$22.2K ﹤0.01% 1605

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

Ameritas Advisory Services's JCE Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Nuveen Core Equity Alpha Fund (JCE) in Q4 2025, closing a stake of 1,751 shares — an estimated $27.5K sold.

Ameritas Advisory Services first reported a position in JCE in Q1 2023 and held it in 3 quarters. The position peaked at $27.5K in Q3 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Nuveen Core Equity Alpha Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,751 Nuveen Core Equity Alpha Fund shares in Q4 2025, an estimated $27.5K.
  • Ameritas Advisory Services first reported a position in Nuveen Core Equity Alpha Fund in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Nuveen Core Equity Alpha Fund position peaked at $27.5K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.