Kestra Advisory Services
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Kestra Advisory Services’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Kestra Advisory Services’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
-6,103
Closed -$36.6K – 3867
2025
Q4 		$36.6K Buy
+6,103
New +$36.6K ﹤0.01% 4156

Other funds holding MCN

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Kestra Advisory Services's MCN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q1 2026, closing a stake of 6,103 shares — an estimated $36.6K sold.

Kestra Advisory Services first reported a position in MCN in Q4 2025 and held it in 1 quarter. The position peaked at $36.6K in Q4 2025. 46 funds tracked by Wall St. Rank hold MCN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 6,103 Madison Covered Call & Equity Strategy Fund shares in Q1 2026, an estimated $36.6K.
  • Kestra Advisory Services first reported a position in Madison Covered Call & Equity Strategy Fund in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Madison Covered Call & Equity Strategy Fund position peaked at $36.6K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.