Founders Financial Alliance’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Founders Financial Alliance’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	$152K	Buy	+10,298	New	+$161K	0.03%	418

Other funds holding JCE

SFS

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

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

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

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

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

Founders Financial Alliance's JCE Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in Nuveen Core Equity Alpha Fund (JCE) in Q1 2026: 10,298 shares worth $152K. The stake represents 0.03% of the portfolio and ranks #418 among its holdings.

50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

Founders Financial Alliance held 10,298 shares of Nuveen Core Equity Alpha Fund worth $152K as of Q1 2026.
Nuveen Core Equity Alpha Fund was a new Founders Financial Alliance position in Q1 2026.
Nuveen Core Equity Alpha Fund made up 0.03% of Founders Financial Alliance's portfolio in Q1 2026, its #418 holding.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.