Carson Wealth (CWM LLC)’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Carson Wealth (CWM LLC)’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	$86K	Hold	5,816	–	–	﹤0.01%	3396
2025 Q4	$93K	Buy	5,816 +4,500	+342%	+$70.9K	﹤0.01%	3117
2025 Q3	$21K	Hold	1,316	–	–	﹤0.01%	4093
2025 Q2	$20K	Hold	1,316	–	–	﹤0.01%	3908
2025 Q1	$19K	Hold	1,316	–	–	﹤0.01%	3713
2024 Q4	$21K	Sell	1,316 -65	-5%	-$1.01K	﹤0.01%	3405
2024 Q3	$21K	Hold	1,381	–	–	﹤0.01%	3322
2024 Q2	$21K	Hold	1,381	–	–	﹤0.01%	3080
2024 Q1	$19K	Hold	1,381	–	–	﹤0.01%	2943
2023 Q4	$19K	Buy	1,381 +268	+24%	+$3.44K	﹤0.01%	2801
2023 Q3	$14K	Buy	1,113 +158	+17%	+$2.02K	﹤0.01%	2921
2023 Q2	$12K	Buy	955 +204	+27%	+$2.5K	﹤0.01%	2981
2023 Q1	$9K	Buy	751 +38	+5%	+$481	﹤0.01%	3017
2022 Q4	$10K	Buy	713 +223	+46%	+$3.04K	﹤0.01%	2799
2022 Q3	$6K	Buy	490 +199	+68%	+$2.85K	﹤0.01%	2978
2022 Q2	$4K	Hold	291	–	–	﹤0.01%	3093
2022 Q1	$5K	Buy	291 +61	+27%	+$997	﹤0.01%	2839
2021 Q4	$4K	Buy	+230	New	+$3.94K	﹤0.01%	2844

Other funds holding JCE

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RPGNY

Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JCE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Nuveen Core Equity Alpha Fund (JCE) position steady in Q1 2026 at 5,816 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #3396.

Carson Wealth (CWM LLC) first reported a position in JCE in Q4 2021 and has held it in 18 quarters since. The position peaked at $93K in Q4 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

Carson Wealth (CWM LLC) held 5,816 shares of Nuveen Core Equity Alpha Fund worth $86K as of Q1 2026.
Carson Wealth (CWM LLC) left its Nuveen Core Equity Alpha Fund share count unchanged in Q1 2026.
Nuveen Core Equity Alpha Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3396 holding.
Carson Wealth (CWM LLC) first reported a position in Nuveen Core Equity Alpha Fund in Q4 2021 and has held it in 18 quarters since.
Carson Wealth (CWM LLC)'s Nuveen Core Equity Alpha Fund position peaked at $93K in Q4 2025.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.