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Independent Financial Group’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Independent Financial 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
2023
Q3 		– Sell
-10,643
Closed -$136K – 924
2023
Q2 		$136K Buy
+10,643
New +$131K 0.01% 836

Other funds holding JCE

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Financial Group's JCE Position: Q3 2023 in Review

Independent Financial Group sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2023, closing a stake of 10,643 shares — an estimated $136K sold.

Independent Financial Group first reported a position in JCE in Q2 2023 and held it in 1 quarter. The position peaked at $136K in Q2 2023. 44 funds tracked by Wall St. Rank hold JCE as of Q3 2023.

  • Independent Financial Group reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 10,643 Nuveen Core Equity Alpha Fund shares in Q3 2023, an estimated $136K.
  • Independent Financial Group first reported a position in Nuveen Core Equity Alpha Fund in Q2 2023 and held it in 1 quarter.
  • Independent Financial Group's Nuveen Core Equity Alpha Fund position peaked at $136K in Q2 2023.
  • 44 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.