Retirement Planning Group (New York)’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Retirement Planning Group (New York)’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	$3.86M	Sell	255,078 -13,037	-5%	-$204K	2.49%	14
2025 Q4	$4.27M	Sell	268,115 -2,584	-1%	-$40.7K	2.92%	11
2025 Q3	$4.35M	Sell	270,699 -9,111	-3%	-$142K	3.25%	6
2025 Q2	$4.43M	Sell	279,810 -6,887	-2%	-$100K	3.89%	6
2025 Q1	$4.18M	Sell	286,697 -5,195	-2%	-$80.3K	4.26%	5
2024 Q4	$4.64M	Buy	+291,892	New	+$4.52M	5.11%	3

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Retirement Planning Group (New York)'s JCE Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its Nuveen Core Equity Alpha Fund (JCE) stake by 4.9% in Q1 2026, selling an estimated $204K and leaving 255,078 shares worth $3.86M. The position accounts for 2.49% of the portfolio, ranked #14.

Retirement Planning Group (New York) first reported a position in JCE in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.64M in Q4 2024. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

Retirement Planning Group (New York) held 255,078 shares of Nuveen Core Equity Alpha Fund worth $3.86M as of Q1 2026.
Retirement Planning Group (New York) sold 13,037 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $204K.
Nuveen Core Equity Alpha Fund made up 2.49% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #14 holding.
Retirement Planning Group (New York) first reported a position in Nuveen Core Equity Alpha Fund in Q4 2024 and has held it in 6 quarters since.
Retirement Planning Group (New York)'s Nuveen Core Equity Alpha Fund position peaked at $4.64M in Q4 2024.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.