IWN
MCN

Independent Wealth Network’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Independent Wealth Network’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
Q1 		– Sell
-63,039
Closed -$378K – 328
2025
Q4 		$378K Buy
63,039
+3,907
+7% +$23.4K 0.12% 182
2025
Q3 		$365K Buy
59,132
+3,521
+6% +$21.9K 0.12% 189
2025
Q2 		$348K Buy
55,611
+3,021
+6% +$17.7K 0.13% 178
2025
Q1 		$322K Buy
52,590
+2,028
+4% +$13.1K 0.13% 175
2024
Q4 		$339K Buy
50,562
+5,863
+13% +$40.8K 0.14% 162
2024
Q3 		$318K Buy
44,699
+518
+1% +$3.75K 0.14% 162
2024
Q2 		$336K Buy
44,181
+1,271
+3% +$9.15K 0.16% 149
2024
Q1 		$314K Buy
42,910
+2,318
+6% +$16.8K 0.15% 165
2023
Q4 		$306K Buy
40,592
+1,061
+3% +$7.47K 0.16% 151
2023
Q3 		$279K Sell
39,531
-5,175
-12% -$38K 0.17% 148
2023
Q2 		$331K Sell
44,706
-701
-2% -$5.49K 0.2% 134
2023
Q1 		$361K Buy
+45,407
New +$360K 0.23% 110

Other funds holding MCN

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

Independent Wealth Network's MCN Position: Q1 2026 in Review

Independent Wealth Network sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q1 2026, closing a stake of 63,039 shares — an estimated $378K sold.

Independent Wealth Network first reported a position in MCN in Q1 2023 and held it in 12 quarters. The position peaked at $378K in Q4 2025. 46 funds tracked by Wall St. Rank hold MCN as of Q1 2026.

  • Independent Wealth Network reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 63,039 Madison Covered Call & Equity Strategy Fund shares in Q1 2026, an estimated $378K.
  • Independent Wealth Network first reported a position in Madison Covered Call & Equity Strategy Fund in Q1 2023 and held it in 12 quarters.
  • Independent Wealth Network's Madison Covered Call & Equity Strategy Fund position peaked at $378K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.