FWA
MCN

Freedom Wealth Alliance’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-204
Closed -$1.58K – 289
2022
Q4 		$1.58K Buy
+204
New +$1.51K ﹤0.01% 396

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Freedom Wealth Alliance's MCN Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q1 2023, closing a stake of 204 shares — an estimated $1.58K sold.

Freedom Wealth Alliance first reported a position in MCN in Q4 2022 and held it in 1 quarter. The position peaked at $1.58K in Q4 2022. 38 funds tracked by Wall St. Rank hold MCN as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 204 Madison Covered Call & Equity Strategy Fund shares in Q1 2023, an estimated $1.58K.
  • Freedom Wealth Alliance first reported a position in Madison Covered Call & Equity Strategy Fund in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Madison Covered Call & Equity Strategy Fund position peaked at $1.58K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.