Centerpoint Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Centerpoint 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 Q2	$16K	Hold	1,000	–	–	﹤0.01%	300
2026 Q1	$15K	Hold	1,000	–	–	﹤0.01%	288
2025 Q4	$16K	Hold	1,000	–	–	﹤0.01%	289
2025 Q3	$16K	Hold	1,000	–	–	0.01%	293
2025 Q2	$16K	Hold	1,000	–	–	0.01%	283
2025 Q1	$15K	Hold	1,000	–	–	0.01%	281
2024 Q4	$16K	Hold	1,000	–	–	0.01%	300
2024 Q3	$15K	Hold	1,000	–	–	0.01%	320
2024 Q2	$15K	Hold	1,000	–	–	0.01%	313
2024 Q1	$14K	Hold	1,000	–	–	0.01%	306
2023 Q4	$14K	Hold	1,000	–	–	0.01%	305
2023 Q3	$12K	Hold	1,000	–	–	0.01%	319
2023 Q2	$13K	Hold	1,000	–	–	0.01%	322
2023 Q1	$12K	Hold	1,000	–	–	0.01%	342
2022 Q4	$14K	Hold	1,000	–	–	0.01%	262
2022 Q3	$12K	Hold	1,000	–	–	0.01%	210
2022 Q2	$13K	Hold	1,000	–	–	0.01%	215
2022 Q1	$18K	Hold	1,000	–	–	0.01%	199
2021 Q4	$19K	Hold	1,000	–	–	0.01%	183
2021 Q3	$17K	Hold	1,000	–	–	0.01%	172
2021 Q2	$16K	Hold	1,000	–	–	0.01%	176
2021 Q1	$15K	Hold	1,000	–	–	0.01%	148
2020 Q4	$14K	Hold	1,000	–	–	0.01%	144
2020 Q3	$13K	Hold	1,000	–	–	0.01%	138
2020 Q2	$12K	Hold	1,000	–	–	0.01%	150
2020 Q1	$11K	Hold	1,000	–	–	0.01%	144
2019 Q4	$15K	Hold	1,000	–	–	0.01%	151
2019 Q3	$14K	Hold	1,000	–	–	0.01%	146
2019 Q2	$14K	Hold	1,000	–	–	0.01%	145
2019 Q1	$14K	Buy	+1,000	New	+$13.4K	0.01%	144
2018 Q4	–	Sell	-700	Closed	-$11K	–	258
2018 Q3	$11K	Buy	+700	New	+$10.8K	0.01%	147

Other funds holding JCE

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

SFS

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

RPGNY

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Centerpoint Advisors's JCE Position: Q2 2026 in Review

Centerpoint Advisors held its Nuveen Core Equity Alpha Fund (JCE) position steady in Q2 2026 at 1,000 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Centerpoint Advisors first reported a position in JCE in Q3 2018 and has held it in 31 quarters since. The position peaked at $19K in Q4 2021. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

Centerpoint Advisors held 1,000 shares of Nuveen Core Equity Alpha Fund worth $16K as of Q2 2026.
Centerpoint Advisors left its Nuveen Core Equity Alpha Fund share count unchanged in Q2 2026.
Nuveen Core Equity Alpha Fund made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #300 holding.
Centerpoint Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q3 2018 and has held it in 31 quarters since.
Centerpoint Advisors's Nuveen Core Equity Alpha Fund position peaked at $19K in Q4 2021.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.