RCM
MCN

Raleigh Capital Management’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Raleigh Capital Management’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
2025
Q1 		– Sell
-3,040
Closed -$20.4K – 840
2024
Q4 		$20.4K Hold
3,040
– – 0.01% 449
2024
Q3 		$21.6K Sell
3,040
-1,878
-38% -$13.6K 0.01% 421
2024
Q2 		$37.4K Buy
+4,918
New +$35.4K 0.02% 337

Other funds holding MCN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raleigh Capital Management's MCN Position: Q1 2025 in Review

Raleigh Capital Management sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q1 2025, closing a stake of 3,040 shares — an estimated $20.4K sold.

Raleigh Capital Management first reported a position in MCN in Q2 2024 and held it in 3 quarters. The position peaked at $37.4K in Q2 2024. 42 funds tracked by Wall St. Rank hold MCN as of Q1 2025.

  • Raleigh Capital Management reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 3,040 Madison Covered Call & Equity Strategy Fund shares in Q1 2025, an estimated $20.4K.
  • Raleigh Capital Management first reported a position in Madison Covered Call & Equity Strategy Fund in Q2 2024 and held it in 3 quarters.
  • Raleigh Capital Management's Madison Covered Call & Equity Strategy Fund position peaked at $37.4K in Q2 2024.
  • 42 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.