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

CoreCap 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
2025 Q1	–	Sell	-1,000	Closed	-$15.9K	–	3231
2024 Q4	$15.9K	Hold	1,000	–	–	﹤0.01%	1611
2024 Q3	$15.4K	Hold	1,000	–	–	﹤0.01%	1646
2024 Q2	$15K	Sell	1,000 -1,000	-50%	-$14.1K	﹤0.01%	978
2024 Q1	$28.1K	Buy	+2,000	New	+$27.2K	﹤0.01%	1333

Other funds holding JCE

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFS

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

RPGNY

Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CoreCap Advisors's JCE Position: Q1 2025 in Review

CoreCap Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2025, closing a stake of 1,000 shares — an estimated $15.9K sold.

CoreCap Advisors first reported a position in JCE in Q1 2024 and held it in 4 quarters. The position peaked at $28.1K in Q1 2024. 44 funds tracked by Wall St. Rank hold JCE as of Q1 2025.

CoreCap Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2025 after selling out during the quarter.
CoreCap Advisors sold 1,000 Nuveen Core Equity Alpha Fund shares in Q1 2025, an estimated $15.9K.
CoreCap Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q1 2024 and held it in 4 quarters.
CoreCap Advisors's Nuveen Core Equity Alpha Fund position peaked at $28.1K in Q1 2024.
44 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.