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
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

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 $1.03T 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

Medallion Wealth Advisors's MCN Position: Q1 2026 in Review

Medallion Wealth Advisors held its Madison Covered Call & Equity Strategy Fund (MCN) position steady in Q1 2026 at 2,550 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Medallion Wealth Advisors first reported a position in MCN in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.1K in Q4 2024. 46 funds tracked by Wall St. Rank hold MCN as of Q1 2026.

  • Medallion Wealth Advisors held 2,550 shares of Madison Covered Call & Equity Strategy Fund worth $14.9K as of Q1 2026.
  • Medallion Wealth Advisors left its Madison Covered Call & Equity Strategy Fund share count unchanged in Q1 2026.
  • Madison Covered Call & Equity Strategy Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #705 holding.
  • Medallion Wealth Advisors first reported a position in Madison Covered Call & Equity Strategy Fund in Q4 2024 and has held it in 6 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 Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.