Cetera Investment Advisers’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Cetera Investment Advisers’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	$451K	Sell	27,585 -2,941	-10%	-$47.2K	﹤0.01%	3796
2026 Q1	$451K	Buy	30,526 +5	+0%	+$78	﹤0.01%	3606
2025 Q4	$486K	Buy	30,521 +2,126	+7%	+$33.5K	﹤0.01%	3466
2025 Q3	$447K	Buy	28,395 +4,037	+17%	+$62.8K	﹤0.01%	3468
2025 Q2	$378K	Sell	24,358 -1,067	-4%	-$15.5K	﹤0.01%	3194
2025 Q1	$371K	Sell	25,425 -451	-2%	-$6.97K	﹤0.01%	3098
2024 Q4	$411K	Buy	25,876 +6,729	+35%	+$104K	﹤0.01%	2840
2024 Q3	$294K	Buy	19,147 +4	+0%	+$60	﹤0.01%	3080
2024 Q2	$287K	Buy	19,143 +5	+0%	+$71	﹤0.01%	3070
2024 Q1	$269K	Buy	+19,138	New	+$260K	﹤0.01%	3134
2023 Q3	–	Sell	-10,181	Closed	-$130K	–	2252
2023 Q2	$130K	Buy	+10,181	New	+$125K	﹤0.01%	2062

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

Cetera Investment Advisers's JCE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Nuveen Core Equity Alpha Fund (JCE) stake by 9.6% in Q2 2026, selling an estimated $47.2K and leaving 27,585 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #3796.

Cetera Investment Advisers first reported a position in JCE in Q2 2023 and has held it in 11 quarters since. The position peaked at $486K in Q4 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

Cetera Investment Advisers held 27,585 shares of Nuveen Core Equity Alpha Fund worth $451K as of Q2 2026.
Cetera Investment Advisers sold 2,941 Nuveen Core Equity Alpha Fund shares in Q2 2026, an estimated $47.2K.
Nuveen Core Equity Alpha Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3796 holding.
Cetera Investment Advisers first reported a position in Nuveen Core Equity Alpha Fund in Q2 2023 and has held it in 11 quarters since.
Cetera Investment Advisers's Nuveen Core Equity Alpha Fund position peaked at $486K in Q4 2025.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.