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Transamerica Financial Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Transamerica Financial Advisors’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 		$1.41K Sell
91
-61
-40% -$953 ﹤0.01% 1271
2025
Q4 		$2.42K Buy
152
+6
+4% +$95 ﹤0.01% 1094
2025
Q3 		$2.34K Buy
+146
New +$2.27K ﹤0.01% 1016

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

Transamerica Financial Advisors's JCE Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its Nuveen Core Equity Alpha Fund (JCE) stake by 40% in Q1 2026, selling an estimated $953 and leaving 91 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Transamerica Financial Advisors first reported a position in JCE in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.42K in Q4 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

  • Transamerica Financial Advisors held 91 shares of Nuveen Core Equity Alpha Fund worth $1.41K as of Q1 2026.
  • Transamerica Financial Advisors sold 61 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $953.
  • Nuveen Core Equity Alpha Fund made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1271 holding.
  • Transamerica Financial Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q3 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's Nuveen Core Equity Alpha Fund position peaked at $2.42K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.