RETIREMENT PLANNING GROUP, LLC / NY
PensionPosition in JCE — Nuveen Core Equity Alpha Fund
CIK 2057004
MALTA, NY
Position in JCE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,091,783
+$321,731 QoQ
Shares Held
250,109
-1.9% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JCE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RETIREMENT PLANNING GROUP, LLC / NY holds $30,895,988 across 6 Asset Management names. JCE ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
125,619 | $19,352,105 | |
| 2 | STT |
State Street Corp
|
76,391 | $4,095,321 | |
| 3 | JCE |
Nuveen Core Equity Alpha Fund
This page
|
250,109 | $4,091,783 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
158,117 | $2,640,553 | |
| 5 | ADX |
Adams Diversified Equity Fund, Inc.
|
20,305 | $518,792 | |
| 6 | EFT |
Eaton Vance Floating-Rate Income Trust
|
18,281 | $197,434 |
All Filings in JCE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,091,783 | 250,109 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,770,052 | 255,078 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,273,753 | 268,115 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,258,095 | 270,699 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,337,055 | 279,810 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,182,909 | 286,697 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,641,082 | 291,892 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||