CWM
MCN

Centurion Wealth Management’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Centurion Wealth Management’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
2026
Q2 		$466K Sell
84,426
-1,437
-2% -$8.36K 0.11% 168
2026
Q1 		$501K Sell
85,863
-533
-0.6% -$3.2K 0.11% 169
2025
Q4 		$518K Sell
86,396
-43,302
-33% -$260K 0.11% 159
2025
Q3 		$800K Sell
129,698
-43,917
-25% -$273K 0.18% 105
2025
Q2 		$1.09M Buy
173,615
+2,130
+1% +$12.5K 0.31% 69
2025
Q1 		$1.15M Hold
171,485
– – 0.36% 58
2024
Q4 		$1.15M Buy
171,485
+1,099
+0.6% +$7.65K 0.36% 58
2024
Q3 		$1.21M Buy
+170,386
New +$1.23M 0.39% 54
2024
Q1 		$1.41M Buy
192,957
+702
+0.4% +$5.09K 0.56% 38
2023
Q4 		$1.45M Buy
192,255
+497
+0.3% +$3.5K 0.62% 30
2023
Q3 		$1.36M Buy
191,758
+261
+0.1% +$1.92K 0.66% 31
2023
Q2 		$1.42M Buy
+191,497
New +$1.5M 0.68% 30
2023
Q1 		– Sell
-191,404
Closed -$1.52M – 157
2022
Q4 		$1.48M Buy
+191,404
New +$1.42M 0.84% 26

Other funds holding MCN

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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Centurion Wealth Management's MCN Position: Q2 2026 in Review

Centurion Wealth Management reduced its Madison Covered Call & Equity Strategy Fund (MCN) stake by 1.7% in Q2 2026, selling an estimated $8.36K and leaving 84,426 shares worth $466K. The position accounts for 0.11% of the portfolio, ranked #168.

Centurion Wealth Management first reported a position in MCN in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.48M in Q4 2022. 10 funds tracked by Wall St. Rank hold MCN as of Q2 2026.

  • Centurion Wealth Management held 84,426 shares of Madison Covered Call & Equity Strategy Fund worth $466K as of Q2 2026.
  • Centurion Wealth Management sold 1,437 Madison Covered Call & Equity Strategy Fund shares in Q2 2026, an estimated $8.36K.
  • Madison Covered Call & Equity Strategy Fund made up 0.11% of Centurion Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Centurion Wealth Management first reported a position in Madison Covered Call & Equity Strategy Fund in Q4 2022 and has held it in 13 quarters since.
  • Centurion Wealth Management's Madison Covered Call & Equity Strategy Fund position peaked at $1.48M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.