RETIREMENT PLANNING GROUP, LLC / NY

Pension

Position in JCE — Nuveen Core Equity Alpha Fund

CIK 2057004 MALTA, NY

Position in JCE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,091,783

+$321,731 QoQ

Shares Held

250,109

-1.9% QoQ

Ownership

1.47%

of shares outstanding

% of Portfolio

6.38%

of 13F equity value

Holder Rank

of 50 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RETIREMENT PLANNING GROUP, LLC / NY holds $7,448,562 across 4 Asset Management names. JCE ranks #1 (54.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCE	Nuveen Core Equity Alpha Fund This page	250,109	$4,091,783
2	PDI	PIMCO Dynamic Income Fund	158,117	$2,640,553
3	ADX	Adams Diversified Equity Fund, Inc.	20,305	$518,792
4	EFT	Eaton Vance Floating-Rate Income Trust	18,281	$197,434

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,091,783	250,109	-1.9%	Shares	Sole	2026-08-07
2026-03-31	$3,770,052	255,078	-4.9%	Shares	Sole	2026-04-21
2025-12-31	$4,273,753	268,115	-1.0%	Shares	Sole	2026-02-02
2025-09-30	$4,258,095	270,699	-3.3%	Shares	Sole	2025-10-28
2025-06-30	$4,337,055	279,810	-2.4%	Shares	Sole	2025-07-25
2025-03-31	$4,182,909	286,697	-1.8%	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.