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

Spire Wealth Management’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 		$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

Raymond James Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Spire Wealth Management's JCE Position: Q2 2026 in Review

Spire Wealth Management held its Nuveen Core Equity Alpha Fund (JCE) position steady in Q2 2026 at 51,574 shares worth $844K. The position accounts for 0.03% of the portfolio, ranked #427.

Spire Wealth Management first reported a position in JCE in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.1M in Q4 2023. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

  • Spire Wealth Management held 51,574 shares of Nuveen Core Equity Alpha Fund worth $844K as of Q2 2026.
  • Spire Wealth Management left its Nuveen Core Equity Alpha Fund share count unchanged in Q2 2026.
  • Nuveen Core Equity Alpha Fund made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Spire Wealth Management first reported a position in Nuveen Core Equity Alpha Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Nuveen Core Equity Alpha Fund position peaked at $1.1M in Q4 2023.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.