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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
Q2 		$169K Buy
10,317
+19
+0.2% +$305 0.02% 454
2026
Q1 		$152K Buy
+10,298
New +$161K 0.03% 418

Other funds holding JCE

Raymond James Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Founders Financial Alliance's JCE Position: Q2 2026 in Review

Founders Financial Alliance increased its Nuveen Core Equity Alpha Fund (JCE) stake by 0.18% in Q2 2026, buying an estimated $305 and bringing the position to 10,317 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #454.

Founders Financial Alliance first reported a position in JCE in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

  • Founders Financial Alliance held 10,317 shares of Nuveen Core Equity Alpha Fund worth $169K as of Q2 2026.
  • Founders Financial Alliance bought 19 Nuveen Core Equity Alpha Fund shares in Q2 2026, an estimated $305.
  • Nuveen Core Equity Alpha Fund made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #454 holding.
  • Founders Financial Alliance first reported a position in Nuveen Core Equity Alpha Fund in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.