Spire Wealth Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$844K	Hold	51,574	–	–	0.03%	427
2026 Q1	$762K	Hold	51,574	–	–	0.03%	435
2025 Q4	$822K	Buy	51,574 +754	+1%	+$11.9K	0.03%	433
2025 Q3	$799K	Sell	50,820 -285	-0.6%	-$4.43K	0.03%	417
2025 Q2	$792K	Sell	51,105 -755	-1%	-$11K	0.03%	402
2025 Q1	$757K	Buy	51,860 +5,050	+11%	+$78.1K	0.02%	465
2024 Q4	$744K	Sell	46,810 -750	-2%	-$11.6K	0.02%	461
2024 Q3	$731K	Sell	47,560 -6,200	-12%	-$92.5K	0.02%	441
2024 Q2	$806K	Sell	53,760 -23,620	-31%	-$333K	0.03%	388
2024 Q1	$1.09M	Sell	77,380 -5,055	-6%	-$68.7K	0.02%	357
2023 Q4	$1.1M	Buy	82,435 +1,750	+2%	+$22.5K	0.04%	341
2023 Q3	$1M	Buy	80,685 +2,192	+3%	+$28K	0.04%	323
2023 Q2	$1M	Buy	78,493 +23,503	+43%	+$289K	0.04%	352
2023 Q1	$677K	Buy	54,990 +48,405	+735%	+$613K	0.03%	418
2022 Q4	$89K	Buy	6,585 +345	+6%	+$4.71K	0.01%	787
2022 Q3	$76K	Sell	6,240 -16,025	-72%	-$230K	﹤0.01%	798
2022 Q2	$297K	Buy	22,265 +3,845	+21%	+$56.2K	0.01%	635
2022 Q1	$323K	Buy	18,420 +17,720	+2,531%	+$290K	0.01%	705
2021 Q4	$13K	Hold	700	–	–	﹤0.01%	2279
2021 Q3	$12K	Hold	700	–	–	﹤0.01%	2042
2021 Q2	$12K	Hold	700	–	–	﹤0.01%	2058
2021 Q1	$11K	Buy	+700	New	+$10.1K	﹤0.01%	2379

Other funds holding JCE