Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q1 		$384K Sell
25,991
-1,501
-5% -$23.4K ﹤0.01% 3050
2025
Q4 		$438K Sell
27,492
-7,338
-21% -$116K ﹤0.01% 2849
2025
Q3 		$548K Hold
34,830
– – ﹤0.01% 2587
2025
Q2 		$540K Hold
34,830
– – ﹤0.01% 2471
2025
Q1 		$508K Buy
34,830
+1,620
+5% +$25K ﹤0.01% 2424
2024
Q4 		$528K Buy
33,210
+2,740
+9% +$42.4K ﹤0.01% 2378
2024
Q3 		$468K Buy
30,470
+1,210
+4% +$18K ﹤0.01% 2467
2024
Q2 		$439K Sell
29,260
-250
-0.8% -$3.53K ﹤0.01% 2397
2024
Q1 		$415K Buy
29,510
+1,475
+5% +$20.1K ﹤0.01% 2438
2023
Q4 		$380K Hold
28,035
– – ﹤0.01% 2416
2023
Q3 		$348K Sell
28,035
-350
-1% -$4.48K ﹤0.01% 2392
2023
Q2 		$362K Sell
28,385
-1,182
-4% -$14.5K ﹤0.01% 2386
2023
Q1 		$364K Buy
29,567
+500
+2% +$6.33K ﹤0.01% 2315
2022
Q4 		$394K Buy
29,067
+8,269
+40% +$113K ﹤0.01% 2216
2022
Q3 		$252K Sell
20,798
-88
-0.4% -$1.26K ﹤0.01% 2510
2022
Q2 		$279K Buy
20,886
+448
+2% +$6.54K ﹤0.01% 2444
2022
Q1 		$358K Buy
20,438
+1,885
+10% +$30.8K ﹤0.01% 2390
2021
Q4 		$345K Buy
18,553
+412
+2% +$7.06K ﹤0.01% 2406
2021
Q3 		$310K Buy
18,141
+21
+0.1% +$355 ﹤0.01% 2437
2021
Q2 		$298K Buy
18,120
+655
+4% +$10.5K ﹤0.01% 2475
2021
Q1 		$266K Buy
17,465
+875
+5% +$12.7K ﹤0.01% 2370
2020
Q4 		$233K Buy
16,590
+1,440
+10% +$19.2K ﹤0.01% 2358
2020
Q3 		$194K Buy
+15,150
New +$194K ﹤0.01% 2250
2020
Q2 		– Sell
-12,768
Closed -$137K – 2488
2020
Q1 		$137K Buy
12,768
+1,800
+16% +$24.3K ﹤0.01% 2051
2019
Q4 		$160K Buy
+10,968
New +$158K ﹤0.01% 2261
2018
Q4 		– Sell
-10,538
Closed -$164K – 2221
2018
Q3 		$164K Buy
+10,538
New +$162K ﹤0.01% 2092
2017
Q4 		– Sell
-12,189
Closed -$189K – 2131
2017
Q3 		$189K Buy
+12,189
New +$186K ﹤0.01% 1843
2014
Q4 		– Sell
-10,056
Closed -$173K – 1440
2014
Q3 		$173K Buy
+10,056
New +$180K 0.01% 1337

Other funds holding JCE

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's JCE Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Nuveen Core Equity Alpha Fund (JCE) stake by 5.5% in Q1 2026, selling an estimated $23.4K and leaving 25,991 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #3050.

Cambridge Investment Research Advisors first reported a position in JCE in Q3 2014 and has held it in 28 quarters since. The position peaked at $548K in Q3 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

  • Cambridge Investment Research Advisors held 25,991 shares of Nuveen Core Equity Alpha Fund worth $384K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 1,501 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $23.4K.
  • Nuveen Core Equity Alpha Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3050 holding.
  • Cambridge Investment Research Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q3 2014 and has held it in 28 quarters since.
  • Cambridge Investment Research Advisors's Nuveen Core Equity Alpha Fund position peaked at $548K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.