CA
MCN

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

Clearstead 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
2022
Q1 		– Sell
-1,000
Closed -$8K – 1429
2021
Q4 		$8K Buy
+1,000
New +$7.98K ﹤0.01% 949

Other funds holding MCN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors's MCN Position: Q1 2022 in Review

Clearstead Advisors sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q1 2022, closing a stake of 1,000 shares — an estimated $8K sold.

Clearstead Advisors first reported a position in MCN in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 39 funds tracked by Wall St. Rank hold MCN as of Q1 2022.

  • Clearstead Advisors reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q1 2022 after selling out during the quarter.
  • Clearstead Advisors sold 1,000 Madison Covered Call & Equity Strategy Fund shares in Q1 2022, an estimated $8K.
  • Clearstead Advisors first reported a position in Madison Covered Call & Equity Strategy Fund in Q4 2021 and held it in 1 quarter.
  • Clearstead Advisors's Madison Covered Call & Equity Strategy Fund position peaked at $8K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q1 2022.

Based on Clearstead Advisors's 13F filing for Q1 2022, filed 4 May 2022.