SFS
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Sowell Financial Services’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Sowell Financial 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 		– Sell
-16,957
Closed -$270K – 1156
2025
Q4 		$270K Buy
16,957
+2,299
+16% +$36.2K 0.01% 871
2025
Q3 		$231K Buy
14,658
+2,697
+23% +$42K 0.01% 934
2025
Q2 		$185K Buy
11,961
+954
+9% +$13.9K 0.01% 977
2025
Q1 		$161K Buy
+11,007
New +$170K 0.01% 947

Other funds holding JCE

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sowell Financial Services's JCE Position: Q1 2026 in Review

Sowell Financial Services sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2026, closing a stake of 16,957 shares — an estimated $270K sold.

Sowell Financial Services first reported a position in JCE in Q1 2025 and held it in 4 quarters. The position peaked at $270K in Q4 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

  • Sowell Financial Services reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 16,957 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $270K.
  • Sowell Financial Services first reported a position in Nuveen Core Equity Alpha Fund in Q1 2025 and held it in 4 quarters.
  • Sowell Financial Services's Nuveen Core Equity Alpha Fund position peaked at $270K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.