Z3 Capital Partners’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Z3 Capital Partners’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	$677K	Buy	41,411 +818	+2%	+$13.1K	0.14%	100
2026 Q1	$600K	Buy	40,593 +4,300	+12%	+$67.2K	0.15%	101
2025 Q4	$579K	Buy	+36,293	New	+$572K	0.14%	109

Other funds holding JCE

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Z3 Capital Partners's JCE Position: Q2 2026 in Review

Z3 Capital Partners increased its Nuveen Core Equity Alpha Fund (JCE) stake by 2% in Q2 2026, buying an estimated $13.1K and bringing the position to 41,411 shares worth $677K. The position accounts for 0.14% of the portfolio, ranked #100.

Z3 Capital Partners first reported a position in JCE in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

Z3 Capital Partners held 41,411 shares of Nuveen Core Equity Alpha Fund worth $677K as of Q2 2026.
Z3 Capital Partners bought 818 Nuveen Core Equity Alpha Fund shares in Q2 2026, an estimated $13.1K.
Nuveen Core Equity Alpha Fund made up 0.14% of Z3 Capital Partners's portfolio in Q2 2026, its #100 holding.
Z3 Capital Partners first reported a position in Nuveen Core Equity Alpha Fund in Q4 2025 and has held it in 3 quarters since.
48 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on Z3 Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.