David J. Yvars Group’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

David J. Yvars Group’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	$175K	Hold	11,000	–	–	0.08%	100
2026 Q1	$155K	Hold	11,000	–	–	0.09%	89
2025 Q4	$177K	Hold	11,000	–	–	0.09%	86
2025 Q3	$171K	Hold	11,000	–	–	0.09%	90
2025 Q2	$167K	Hold	11,000	–	–	0.1%	80
2025 Q1	$159K	Hold	11,000	–	–	0.12%	64
2024 Q4	$173K	Hold	11,000	–	–	0.11%	74
2024 Q3	$167K	Hold	11,000	–	–	0.1%	75
2024 Q2	$163K	Hold	11,000	–	–	0.1%	71
2024 Q1	$153K	Hold	11,000	–	–	0.1%	71
2023 Q4	$149K	Hold	11,000	–	–	0.12%	71
2023 Q3	$135K	Hold	11,000	–	–	0.11%	74
2023 Q2	$138K	Hold	11,000	–	–	0.11%	77
2023 Q1	$133K	Hold	11,000	–	–	0.12%	75
2022 Q4	$148K	Hold	11,000	–	–	0.19%	60
2022 Q3	$133K	Hold	11,000	–	–	0.15%	60
2022 Q2	$147K	Buy	+11,000	New	+$161K	0.2%	56

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

David J. Yvars Group's JCE Position: Q2 2026 in Review

David J. Yvars Group held its Nuveen Core Equity Alpha Fund (JCE) position steady in Q2 2026 at 11,000 shares worth $175K. The position accounts for 0.08% of the portfolio, ranked #100.

David J. Yvars Group first reported a position in JCE in Q2 2022 and has held it in 17 quarters since. The position peaked at $177K in Q4 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

David J. Yvars Group held 11,000 shares of Nuveen Core Equity Alpha Fund worth $175K as of Q2 2026.
David J. Yvars Group left its Nuveen Core Equity Alpha Fund share count unchanged in Q2 2026.
Nuveen Core Equity Alpha Fund made up 0.08% of David J. Yvars Group's portfolio in Q2 2026, its #100 holding.
David J. Yvars Group first reported a position in Nuveen Core Equity Alpha Fund in Q2 2022 and has held it in 17 quarters since.
David J. Yvars Group's Nuveen Core Equity Alpha Fund position peaked at $177K in Q4 2025.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.