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MGB Wealth Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

MGB Wealth Management’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
Q3 		– Sell
-11,442
Closed -$177K – 321
2025
Q2 		$177K Sell
11,442
-11,442
-50% -$166K 0.06% 221
2025
Q1 		$349K Buy
22,884
+11,442
+100% +$177K 0.13% 156
2024
Q4 		$182K Hold
11,442
– – 0.06% 200
2024
Q3 		$176K Hold
11,442
– – 0.06% 194
2024
Q2 		$173K Hold
11,442
– – 0.06% 194
2024
Q1 		$161K Hold
11,442
– – 0.07% 191
2023
Q4 		$155K Buy
+11,442
New +$147K 0.08% 186

Other funds holding JCE

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
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
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

MGB Wealth Management's JCE Position: Q3 2025 in Review

MGB Wealth Management sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2025, closing a stake of 11,442 shares — an estimated $177K sold.

MGB Wealth Management first reported a position in JCE in Q4 2023 and held it in 7 quarters. The position peaked at $349K in Q1 2025. 49 funds tracked by Wall St. Rank hold JCE as of Q3 2025.

  • MGB Wealth Management reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2025 after selling out during the quarter.
  • MGB Wealth Management sold 11,442 Nuveen Core Equity Alpha Fund shares in Q3 2025, an estimated $177K.
  • MGB Wealth Management first reported a position in Nuveen Core Equity Alpha Fund in Q4 2023 and held it in 7 quarters.
  • MGB Wealth Management's Nuveen Core Equity Alpha Fund position peaked at $349K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2025.

Based on MGB Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.