MWA
MCN

Medallion Wealth Advisors’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Medallion Wealth Advisors’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 		$14.2K Buy
2,552
+2
+0.1% +$12 ﹤0.01% 685
2026
Q1 		$14.9K Hold
2,550
– – ﹤0.01% 705
2025
Q4 		$15.3K Hold
2,550
– – 0.01% 687
2025
Q3 		$15.7K Hold
2,550
– – 0.01% 679
2025
Q2 		$16.1K Hold
2,550
– – 0.01% 659
2025
Q1 		$15.7K Hold
2,550
– – 0.01% 617
2024
Q4 		$17.1K Buy
+2,550
New +$17.8K 0.01% 583

Other funds holding MCN

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GC
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Medallion Wealth Advisors's MCN Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Madison Covered Call & Equity Strategy Fund (MCN) stake by 0.08% in Q2 2026, buying an estimated $12 and bringing the position to 2,552 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Medallion Wealth Advisors first reported a position in MCN in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1K in Q4 2024. 46 funds tracked by Wall St. Rank hold MCN as of Q2 2026.

  • Medallion Wealth Advisors held 2,552 shares of Madison Covered Call & Equity Strategy Fund worth $14.2K as of Q2 2026.
  • Medallion Wealth Advisors bought 2 Madison Covered Call & Equity Strategy Fund shares in Q2 2026, an estimated $12.
  • Madison Covered Call & Equity Strategy Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #685 holding.
  • Medallion Wealth Advisors first reported a position in Madison Covered Call & Equity Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Madison Covered Call & Equity Strategy Fund position peaked at $17.1K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.