IAG
MCN

Investmark Advisory Group’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Investmark Advisory Group’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 		$64.7K Buy
11,095
+217
+2% +$1.3K 0.03% 141
2025
Q4 		$65.3K Buy
10,878
+423
+4% +$2.54K 0.03% 134
2025
Q3 		$64.5K Buy
10,455
+201
+2% +$1.25K 0.03% 133
2025
Q2 		$64.1K Buy
+10,254
New +$60.2K 0.03% 128

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 $1.03B 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

Investmark Advisory Group's MCN Position: Q1 2026 in Review

Investmark Advisory Group increased its Madison Covered Call & Equity Strategy Fund (MCN) stake by 2% in Q1 2026, buying an estimated $1.3K and bringing the position to 11,095 shares worth $64.7K. The position accounts for 0.03% of the portfolio, ranked #141.

Investmark Advisory Group first reported a position in MCN in Q2 2025 and has held it in 4 quarters since. The position peaked at $65.3K in Q4 2025. 46 funds tracked by Wall St. Rank hold MCN as of Q1 2026.

  • Investmark Advisory Group held 11,095 shares of Madison Covered Call & Equity Strategy Fund worth $64.7K as of Q1 2026.
  • Investmark Advisory Group bought 217 Madison Covered Call & Equity Strategy Fund shares in Q1 2026, an estimated $1.3K.
  • Madison Covered Call & Equity Strategy Fund made up 0.03% of Investmark Advisory Group's portfolio in Q1 2026, its #141 holding.
  • Investmark Advisory Group first reported a position in Madison Covered Call & Equity Strategy Fund in Q2 2025 and has held it in 4 quarters since.
  • Investmark Advisory Group's Madison Covered Call & Equity Strategy Fund position peaked at $65.3K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.