JCE — NUVEEN CORE EQUITY ALPHA FD

Ownership history in Cornerstone Advisors, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Advisors, LLC reported a position in NUVEEN CORE EQUITY ALPHA FD (JCE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2025 Q3)
Avg. % of fund
0.04%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 141,473 -40,044 -22.1% 0.08% $2.3M $15.58
2025 Q3 ADDED 181,517 +124,383 +217.7% 0.09% $2.9M $15.07
2025 Q2 ADDED 57,134 +51,034 +836.6% 0.03% $886K $14.55
2025 Q1 REDUCED 6,100 -6,721 -52.4% 0.00% $89K $13.41
2023 Q3 REDUCED 12,821 -33,674 -72.4% 0.01% $159K $10.02
2023 Q2 INITIATED 46,495 — — 0.03% $593K $10.02
% of Fund (quarterly)    JCE price (monthly, adj. close)

Other funds also holding JCE

As of 2025 Q4 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 2.83% David J Yvars Group 3Y 0.09% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.06% Centurion Wealth Management LLC 3Y 0.04% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.03% Capital Investment Advisors, LLC 3Y 7Y 0.03% Spire Wealth Management 3Y 0.03% NWF Advisory Services Inc. 0.02% Baird Financial Group, Inc. 3Y 7Y 0.01% WOLVERINE ASSET MANAGEMENT LLC 3Y 7Y 0.01%
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