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 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%	-$9.87K	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 $319M AUM 3.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RPGNY

Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NWF Advisory Services's JCE Position: Q1 2026 in Review

NWF Advisory Services reduced its Nuveen Core Equity Alpha Fund (JCE) stake by 17% in Q1 2026, selling an estimated $31.2K and leaving 10,100 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #376.

NWF Advisory Services first reported a position in JCE in Q1 2023 and has held it in 12 quarters since. The position peaked at $214K in Q3 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

NWF Advisory Services held 10,100 shares of Nuveen Core Equity Alpha Fund worth $149K as of Q1 2026.
NWF Advisory Services sold 2,000 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $31.2K.
Nuveen Core Equity Alpha Fund made up 0.02% of NWF Advisory Services's portfolio in Q1 2026, its #376 holding.
NWF Advisory Services first reported a position in Nuveen Core Equity Alpha Fund in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's Nuveen Core Equity Alpha Fund position peaked at $214K in Q3 2025.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.