Arkadios Wealth Advisors’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Arkadios Wealth Advisors’s Portfolio MCN Stock Details MCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-367	Closed	-$2K	–	1284
2021 Q3	$2K	Sell	367 -1,467	-80%	-$11.9K	﹤0.01%	1755
2021 Q2	$14K	Buy	1,834 +1,604	+697%	+$12.9K	﹤0.01%	1427
2021 Q1	$1K	Sell	230 -58	-20%	-$421	﹤0.01%	1596
2020 Q4	$1K	Buy	+288	New	+$1.81K	﹤0.01%	1325

Other funds holding MCN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's MCN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q4 2021, closing a stake of 367 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in MCN in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q2 2021. 41 funds tracked by Wall St. Rank hold MCN as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 367 Madison Covered Call & Equity Strategy Fund shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in Madison Covered Call & Equity Strategy Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Madison Covered Call & Equity Strategy Fund position peaked at $14K in Q2 2021.
41 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.