B. Riley Wealth Advisors’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

B. Riley 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
2023 Q2	–	Sell	-10,420	Closed	-$82.8K	–	1602
2023 Q1	$82.8K	Buy	10,420 +96	+0.9%	+$760	﹤0.01%	1404
2022 Q4	$80K	Buy	+10,324	New	+$76.7K	﹤0.01%	1380
2022 Q2	–	Sell	-12,083	Closed	-$96K	–	1324
2022 Q1	$96K	Sell	12,083 -141	-1%	-$1.11K	﹤0.01%	1301
2021 Q4	$99K	Buy	12,224 +1,859	+18%	+$14.8K	﹤0.01%	1344
2021 Q3	$82K	Buy	10,365 +58	+0.6%	+$472	﹤0.01%	1349
2021 Q2	$84K	Buy	+10,307	New	+$82.7K	﹤0.01%	1326

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

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

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

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

CWM

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

SWM

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

NAS

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

B. Riley Wealth Advisors's MCN Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q2 2023, closing a stake of 10,420 shares — an estimated $82.8K sold.

B. Riley Wealth Advisors first reported a position in MCN in Q2 2021 and held it in 6 quarters. The position peaked at $99K in Q4 2021. 43 funds tracked by Wall St. Rank hold MCN as of Q2 2023.

B. Riley Wealth Advisors reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,420 Madison Covered Call & Equity Strategy Fund shares in Q2 2023, an estimated $82.8K.
B. Riley Wealth Advisors first reported a position in Madison Covered Call & Equity Strategy Fund in Q2 2021 and held it in 6 quarters.
B. Riley Wealth Advisors's Madison Covered Call & Equity Strategy Fund position peaked at $99K in Q4 2021.
43 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.