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

IHT 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
2023 Q4	–	Sell	-14,021	Closed	-$99.1K	–	1012
2023 Q3	$99.1K	Buy	+14,021	New	+$103K	0.01%	924

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

NAS

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

SWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's MCN Position: Q4 2023 in Review

IHT Wealth Management sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q4 2023, closing a stake of 14,021 shares — an estimated $99.1K sold.

IHT Wealth Management first reported a position in MCN in Q3 2023 and held it in 1 quarter. The position peaked at $99.1K in Q3 2023. 41 funds tracked by Wall St. Rank hold MCN as of Q4 2023.

IHT Wealth Management reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q4 2023 after selling out during the quarter.
IHT Wealth Management sold 14,021 Madison Covered Call & Equity Strategy Fund shares in Q4 2023, an estimated $99.1K.
IHT Wealth Management first reported a position in Madison Covered Call & Equity Strategy Fund in Q3 2023 and held it in 1 quarter.
IHT Wealth Management's Madison Covered Call & Equity Strategy Fund position peaked at $99.1K in Q3 2023.
41 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.