Madison Investment Advisors’s Madison Covered Call ETF CVRD Stock Holding History

Madison Investment Advisors’s Portfolio CVRD Stock Details CVRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$56.1M	Buy	+2,987,290	New	+$58.3M	0.63%	55

Other funds holding CVRD

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Madison Investment Advisors's CVRD Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Madison Covered Call ETF (CVRD) in Q4 2024: 2,987,290 shares worth $56.1M. The stake represents 0.63% of the portfolio and ranks #55 among its holdings.

4 funds tracked by Wall St. Rank hold CVRD as of Q4 2024.

Madison Investment Advisors held 2,987,290 shares of Madison Covered Call ETF worth $56.1M as of Q4 2024.
Madison Covered Call ETF was a new Madison Investment Advisors position in Q4 2024.
Madison Covered Call ETF made up 0.63% of Madison Investment Advisors's portfolio in Q4 2024, its #55 holding.
4 funds tracked by Wall St. Rank held Madison Covered Call ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.