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

Cornerstone 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 Q1	–	Sell	-141,473	Closed	-$2.26M	–	136
2025 Q4	$2.26M	Sell	141,473 -40,044	-22%	-$631K	0.08%	147
2025 Q3	$2.86M	Buy	181,517 +124,383	+218%	+$1.94M	0.09%	156
2025 Q2	$886K	Buy	57,134 +51,034	+837%	+$743K	0.03%	222
2025 Q1	$89K	Buy	+6,100	New	+$94.3K	﹤0.01%	261
2023 Q4	–	Sell	-12,821	Closed	-$159K	–	304
2023 Q3	$159K	Sell	12,821 -33,674	-72%	-$431K	0.01%	305
2023 Q2	$593K	Buy	+46,495	New	+$571K	0.03%	233

Other funds holding JCE

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RPGNY

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

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

Cornerstone Advisors's JCE Position: Q1 2026 in Review

Cornerstone Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2026, closing a stake of 141,473 shares — an estimated $2.26M sold.

Cornerstone Advisors first reported a position in JCE in Q2 2023 and held it in 6 quarters. The position peaked at $2.86M in Q3 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

Cornerstone Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2026 after selling out during the quarter.
Cornerstone Advisors sold 141,473 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $2.26M.
Cornerstone Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q2 2023 and held it in 6 quarters.
Cornerstone Advisors's Nuveen Core Equity Alpha Fund position peaked at $2.86M in Q3 2025.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Cornerstone Advisors's 13F filing for Q1 2026, filed 8 May 2026.