NWF Advisory Services’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

NWF Advisory Services’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 Q3	$205K	Hold	12,100	–	–	0.02%	386
2026 Q2	$198K	Buy	12,100 +2,000	+20%	+$32.1K	0.02%	406
2026 Q1	$149K	Sell	10,100 -2,000	-17%	-$31.2K	0.02%	376
2025 Q4	$193K	Sell	12,100 -1,500	-11%	-$23.6K	0.02%	363
2025 Q3	$214K	Hold	13,600	–	–	0.02%	364
2025 Q2	$211K	Hold	13,600	–	–	0.03%	374
2025 Q1	$198K	Buy	+13,600	New	+$210K	0.03%	331
2024 Q4	–	Sell	-13,600	Closed	-$209K	–	359
2024 Q3	$209K	Hold	13,600	–	–	0.03%	301
2024 Q2	$204K	Sell	13,600 -700	-5%	-$9.9K	0.03%	276
2024 Q1	$201K	Hold	14,300	–	–	0.03%	284
2023 Q4	$194K	Hold	14,300	–	–	0.04%	256
2023 Q3	$178K	Hold	14,300	–	–	0.04%	246
2023 Q2	$182K	Hold	14,300	–	–	0.04%	242
2023 Q1	$182K	Buy	+14,300	New	+$181K	0.04%	241

Other funds holding JCE

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

NWF Advisory Services's JCE Position: Q3 2026 in Review

NWF Advisory Services held its Nuveen Core Equity Alpha Fund (JCE) position steady in Q3 2026 at 12,100 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #386.

NWF Advisory Services first reported a position in JCE in Q1 2023 and has held it in 14 quarters since. The position peaked at $214K in Q3 2025. 11 funds tracked by Wall St. Rank hold JCE as of Q3 2026.

NWF Advisory Services held 12,100 shares of Nuveen Core Equity Alpha Fund worth $205K as of Q3 2026.
NWF Advisory Services left its Nuveen Core Equity Alpha Fund share count unchanged in Q3 2026.
Nuveen Core Equity Alpha Fund made up 0.02% of NWF Advisory Services's portfolio in Q3 2026, its #386 holding.
NWF Advisory Services first reported a position in Nuveen Core Equity Alpha Fund in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Nuveen Core Equity Alpha Fund position peaked at $214K in Q3 2025.
11 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.