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 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%	-$9.87K	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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RPGNY

Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NWF Advisory Services's JCE Position: Q2 2026 in Review

NWF Advisory Services increased its Nuveen Core Equity Alpha Fund (JCE) stake by 20% in Q2 2026, buying an estimated $32.1K and bringing the position to 12,100 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #406.

NWF Advisory Services first reported a position in JCE in Q1 2023 and has held it in 13 quarters since. The position peaked at $214K in Q3 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

NWF Advisory Services held 12,100 shares of Nuveen Core Equity Alpha Fund worth $198K as of Q2 2026.
NWF Advisory Services bought 2,000 Nuveen Core Equity Alpha Fund shares in Q2 2026, an estimated $32.1K.
Nuveen Core Equity Alpha Fund made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #406 holding.
NWF Advisory Services first reported a position in Nuveen Core Equity Alpha Fund in Q1 2023 and has held it in 13 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 Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.