Baldwin Wealth Partners’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-5,000	Closed	-$35.6K	–	697
2024 Q3	$35.6K	Hold	5,000	–	–	﹤0.01%	606
2024 Q2	$38K	Hold	5,000	–	–	﹤0.01%	382
2024 Q1	$36.5K	Hold	5,000	–	–	﹤0.01%	408
2023 Q4	$37.6K	Hold	5,000	–	–	﹤0.01%	411
2023 Q3	$35.4K	Hold	5,000	–	–	﹤0.01%	437
2023 Q2	$37K	Hold	5,000	–	–	﹤0.01%	453
2023 Q1	$39.8K	Hold	5,000	–	–	﹤0.01%	442
2022 Q4	$38.8K	Hold	5,000	–	–	﹤0.01%	447
2022 Q3	$32K	Hold	5,000	–	–	﹤0.01%	391
2022 Q2	$34K	Hold	5,000	–	–	﹤0.01%	407
2022 Q1	$40K	Hold	5,000	–	–	﹤0.01%	404
2021 Q4	$40K	Hold	5,000	–	–	﹤0.01%	378
2021 Q3	$39K	Hold	5,000	–	–	﹤0.01%	378
2021 Q2	$40K	Hold	5,000	–	–	﹤0.01%	383
2021 Q1	$38K	Buy	+5,000	New	+$36.3K	﹤0.01%	374

Other funds holding MCN

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 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

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

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

SFS

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

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

CWM

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

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

Baldwin Wealth Partners's MCN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q4 2024, closing a stake of 5,000 shares — an estimated $35.6K sold.

Baldwin Wealth Partners first reported a position in MCN in Q1 2021 and held it in 15 quarters. The position peaked at $40K in Q1 2022. 36 funds tracked by Wall St. Rank hold MCN as of Q4 2024.

Baldwin Wealth Partners reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 5,000 Madison Covered Call & Equity Strategy Fund shares in Q4 2024, an estimated $35.6K.
Baldwin Wealth Partners first reported a position in Madison Covered Call & Equity Strategy Fund in Q1 2021 and held it in 15 quarters.
Baldwin Wealth Partners's Madison Covered Call & Equity Strategy Fund position peaked at $40K in Q1 2022.
36 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.