RETIREMENT PLANNING GROUP, LLC / NY JCE — NUVEEN CORE EQUITY ALPHA FD

Ownership history in RETIREMENT PLANNING GROUP, LLC / NY  ·  6 quarters on record

AI Ownership Summary

RETIREMENT PLANNING GROUP, LLC / NY reported NUVEEN CORE EQUITY ALPHA FD (JCE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 5.11% in 2024 Q4. The latest visible filing shows JCE at 2.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JCE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMENT PLANNING GROUP, LLC / NY's position in NUVEEN CORE EQUITY ALPHA FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JCE was reported at 2.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.11% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JCE stock page RETIREMENT PLANNING GROUP, LLC / NY fund profile RETIREMENT PLANNING GROUP, LLC / NY full holdings
How RETIREMENT PLANNING GROUP, LLC / NY held JCE — position size vs. price
% of Fund (quarterly)    JCE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 255,078 -13,037 -4.9% 2.49% $3.9M 2026-04-21 $15.85
2025 Q4 REDUCED — — — 268,115 -2,584 -1.0% 2.92% $4.3M 2026-02-02 $15.74
2025 Q3 REDUCED — — — 270,699 -9,111 -3.3% 3.25% $4.3M 2025-10-28 $15.20
2025 Q2 REDUCED — — — 279,810 -6,887 -2.4% 3.89% $4.4M 2025-07-25 $14.63
2025 Q1 REDUCED — — — 286,697 -5,195 -1.8% 4.26% $4.2M 2025-04-22 $12.48
2024 Q4 INITIATED — — — 291,892 — — 5.11% $4.6M 2025-02-19 $14.57

🏢 Other funds also holding JCE

As of 2026 Q1 — sorted by position size

PMG Family Office LLC 0.5% David J Yvars Group 3Y 0.09% Centurion Wealth Management LLC 3Y 0.04% Capital Investment Advisors, LLC 3Y 7Y 0.03% Spire Wealth Management 3Y 0.03% Canal Capital Management, LLC 3Y 7Y 0.02% FNY Investment Advisers, LLC 3Y 7Y 0.02% Blue Trust, Inc. 3Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%

FAQ About RETIREMENT PLANNING GROUP, LLC / NY and JCE

These are the practical questions this page is built to answer before you even open the full history table.

How long has RETIREMENT PLANNING GROUP, LLC / NY reported owning JCE?

RETIREMENT PLANNING GROUP, LLC / NY reported JCE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JCE position in RETIREMENT PLANNING GROUP, LLC / NY's portfolio?

The largest reported portfolio weight for JCE was 5.11% in 2024 Q4.

What is the latest reported JCE position on this page?

The most recent filing on this page is 2026 Q1, when RETIREMENT PLANNING GROUP, LLC / NY reported 255,078 shares, equal to 2.49% of portfolio, with an estimated market value of $3.9M.

What does the chart on this JCE ownership page compare?

The chart compares RETIREMENT PLANNING GROUP, LLC / NY's quarterly JCE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RETIREMENT PLANNING GROUP, LLC / NY time their JCE position?

Based on 13F filing dates vs. subsequent JCE price moves, RETIREMENT PLANNING GROUP, LLC / NY correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on JCE relative to SPY over the holding period was -5.7%.

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