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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$63.1K Buy
11,438
+343
+3% +$2K 0.02% 147
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

Investmark Advisory Group's MCN Position: Q2 2026 in Review

Investmark Advisory Group increased its Madison Covered Call & Equity Strategy Fund (MCN) stake by 3.1% in Q2 2026, buying an estimated $2K and bringing the position to 11,438 shares worth $63.1K. The position accounts for 0.02% of the portfolio, ranked #147.

Investmark Advisory Group first reported a position in MCN in Q2 2025 and has held it in 5 quarters since. The position peaked at $65.3K in Q4 2025. 46 funds tracked by Wall St. Rank hold MCN as of Q2 2026.

  • Investmark Advisory Group held 11,438 shares of Madison Covered Call & Equity Strategy Fund worth $63.1K as of Q2 2026.
  • Investmark Advisory Group bought 343 Madison Covered Call & Equity Strategy Fund shares in Q2 2026, an estimated $2K.
  • Madison Covered Call & Equity Strategy Fund made up 0.02% of Investmark Advisory Group's portfolio in Q2 2026, its #147 holding.
  • Investmark Advisory Group first reported a position in Madison Covered Call & Equity Strategy Fund in Q2 2025 and has held it in 5 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 Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.