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

Continuum Wealth 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
2024
Q2 		– Sell
-19,545
Closed -$275K – 62
2024
Q1 		$275K Buy
+19,545
New +$266K 0.16% 52

Other funds holding JCE

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Continuum Wealth Advisors's JCE Position: Q2 2024 in Review

Continuum Wealth Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2024, closing a stake of 19,545 shares — an estimated $275K sold.

Continuum Wealth Advisors first reported a position in JCE in Q1 2024 and held it in 1 quarter. The position peaked at $275K in Q1 2024. 46 funds tracked by Wall St. Rank hold JCE as of Q2 2024.

  • Continuum Wealth Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2024 after selling out during the quarter.
  • Continuum Wealth Advisors sold 19,545 Nuveen Core Equity Alpha Fund shares in Q2 2024, an estimated $275K.
  • Continuum Wealth Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q1 2024 and held it in 1 quarter.
  • Continuum Wealth Advisors's Nuveen Core Equity Alpha Fund position peaked at $275K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2024.

Based on Continuum Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.