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

Larson 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
2025
Q1 		– Sell
-6,553
Closed -$104K – 3146
2024
Q4 		$104K Hold
6,553
– – 0.01% 722
2024
Q3 		$101K Buy
6,553
+4,553
+228% +$67.9K 0.01% 731
2024
Q2 		$30K Buy
+2,000
New +$28.2K ﹤0.01% 942

Other funds holding JCE

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Larson Financial Group's JCE Position: Q1 2025 in Review

Larson Financial Group sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2025, closing a stake of 6,553 shares — an estimated $104K sold.

Larson Financial Group first reported a position in JCE in Q2 2024 and held it in 3 quarters. The position peaked at $104K in Q4 2024. 44 funds tracked by Wall St. Rank hold JCE as of Q1 2025.

  • Larson Financial Group reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 6,553 Nuveen Core Equity Alpha Fund shares in Q1 2025, an estimated $104K.
  • Larson Financial Group first reported a position in Nuveen Core Equity Alpha Fund in Q2 2024 and held it in 3 quarters.
  • Larson Financial Group's Nuveen Core Equity Alpha Fund position peaked at $104K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.