Atria Wealth Solutions’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-32,069	Closed	-$197K	–	1732
2025 Q1	$197K	Sell	32,069 -210,427	-87%	-$1.35M	﹤0.01%	1726
2024 Q4	$1.63M	Buy	242,496 +212,745	+715%	+$1.48M	0.02%	712
2024 Q3	$212K	Sell	29,751 -2,111	-7%	-$15.3K	﹤0.01%	1752
2024 Q2	$242K	Buy	31,862 +1,261	+4%	+$9.07K	﹤0.01%	1636
2024 Q1	$224K	Buy	30,601 +14,729	+93%	+$107K	﹤0.01%	1750
2023 Q4	$120K	Buy	15,872 +4,372	+38%	+$30.8K	﹤0.01%	1842
2023 Q3	$81.3K	Buy	+11,500	New	+$84.5K	﹤0.01%	1796

Other funds holding MCN

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

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

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

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Atria Wealth Solutions's MCN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q2 2025, closing a stake of 32,069 shares — an estimated $197K sold.

Atria Wealth Solutions first reported a position in MCN in Q3 2023 and held it in 7 quarters. The position peaked at $1.63M in Q4 2024. 49 funds tracked by Wall St. Rank hold MCN as of Q2 2025.

Atria Wealth Solutions reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 32,069 Madison Covered Call & Equity Strategy Fund shares in Q2 2025, an estimated $197K.
Atria Wealth Solutions first reported a position in Madison Covered Call & Equity Strategy Fund in Q3 2023 and held it in 7 quarters.
Atria Wealth Solutions's Madison Covered Call & Equity Strategy Fund position peaked at $1.63M in Q4 2024.
49 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.