PMG Family Office’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

PMG Family Office’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	$513K	Buy	30,675 +1,306	+4%	+$21K	0.47%	72
2026 Q1	$444K	Buy	29,369 +1,924	+7%	+$30.1K	0.5%	71
2025 Q4	$437K	Buy	27,445 +25	+0.1%	+$394	0.51%	70
2025 Q3	$440K	Buy	+27,420	New	+$427K	0.49%	70

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

PMG Family Office's JCE Position: Q2 2026 in Review

PMG Family Office increased its Nuveen Core Equity Alpha Fund (JCE) stake by 4.4% in Q2 2026, buying an estimated $21K and bringing the position to 30,675 shares worth $513K. The position accounts for 0.47% of the portfolio, ranked #72.

PMG Family Office first reported a position in JCE in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

PMG Family Office held 30,675 shares of Nuveen Core Equity Alpha Fund worth $513K as of Q2 2026.
PMG Family Office bought 1,306 Nuveen Core Equity Alpha Fund shares in Q2 2026, an estimated $21K.
Nuveen Core Equity Alpha Fund made up 0.47% of PMG Family Office's portfolio in Q2 2026, its #72 holding.
PMG Family Office first reported a position in Nuveen Core Equity Alpha Fund in Q3 2025 and has held it in 4 quarters since.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.