Cetera Investment Advisers
JCE icon

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
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

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