Integrated Wealth Concepts’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Integrated Wealth Concepts’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 Q2	$2.86K	Buy	+518	New	+$3.01K	﹤0.01%	5233

Other funds holding MCN

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts's MCN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Madison Covered Call & Equity Strategy Fund (MCN) in Q2 2026: 518 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #5233 among its holdings.

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

Integrated Wealth Concepts held 518 shares of Madison Covered Call & Equity Strategy Fund worth $2.86K as of Q2 2026.
Madison Covered Call & Equity Strategy Fund was a new Integrated Wealth Concepts position in Q2 2026.
Madison Covered Call & Equity Strategy Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5233 holding.
47 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.