IFWM
MCN

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

Institute for 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
2019
Q4 		– Sell
-44,800
Closed -$3K – 697
2019
Q3 		$3K Buy
+44,800
New +$290K ﹤0.01% 419
2019
Q2 		– Sell
-4,480,000
Closed -$3K – 487
2019
Q1 		$3K Buy
4,480,000
+4,435,200
+9,900% +$29.8M ﹤0.01% 450
2018
Q4 		$3K Buy
+44,800
New +$318K ﹤0.01% 268

Other funds holding MCN

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Institute for Wealth Management's MCN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Madison Covered Call & Equity Strategy Fund (MCN) in Q2 2026: 224 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #1642 among its holdings.

26 funds tracked by Wall St. Rank hold MCN as of Q2 2026.

  • Institute for Wealth Management held 224 shares of Madison Covered Call & Equity Strategy Fund worth $1.24K as of Q2 2026.
  • Madison Covered Call & Equity Strategy Fund was a new Institute for Wealth Management position in Q2 2026.
  • Madison Covered Call & Equity Strategy Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1642 holding.
  • 26 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.