SFS
MCN

Shaker Financial Services’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Shaker Financial 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
Q2 		$2.37M Sell
425,590
-148,096
-26% -$861K 0.74% 48
2026
Q1 		$3.38M Sell
573,686
-110,422
-16% -$663K 1.18% 24
2025
Q4 		$4.1M Buy
684,108
+149,272
+28% +$896K 1.3% 16
2025
Q3 		$3.33M Buy
534,836
+79,356
+17% +$494K 1.14% 29
2025
Q2 		$2.88M Buy
455,480
+97,354
+27% +$572K 1.04% 28
2025
Q1 		$2.26M Buy
358,126
+164,909
+85% +$1.06M 0.88% 35
2024
Q4 		$1.3M Buy
+193,217
New +$1.35M 0.5% 65
2023
Q4 		– Sell
-48,738
Closed -$345K – 164
2023
Q3 		$345K Buy
+48,738
New +$358K 0.16% 121
2022
Q4 		– Sell
-15,118
Closed -$98K – 163
2022
Q3 		$98K Sell
15,118
-53,590
-78% -$386K 0.05% 153
2022
Q2 		$466K Buy
+68,708
New +$496K 0.23% 91
2020
Q3 		– Sell
-213,628
Closed -$1.21M – 180
2020
Q2 		$1.21M Buy
213,628
+61,980
+41% +$344K 0.67% 52
2020
Q1 		$767K Buy
151,648
+48,382
+47% +$295K 0.52% 69
2019
Q4 		$685K Sell
103,266
-43,457
-30% -$281K 0.31% 78
2019
Q3 		$939K Buy
146,723
+121,917
+491% +$788K 0.48% 63
2019
Q2 		$164K Buy
+24,806
New +$165K 0.09% 116
2019
Q1 		– Sell
-11,303
Closed -$70K – 136
2018
Q4 		$70K Sell
11,303
-12,641
-53% -$89.8K 0.04% 120
2018
Q3 		$184K Sell
23,944
-351,227
-94% -$2.71M 0.09% 118
2018
Q2 		$2.79M Buy
375,171
+54,483
+17% +$404K 1.38% 25
2018
Q1 		$2.33M Buy
320,688
+32,605
+11% +$247K 1.12% 33
2017
Q4 		$2.22M Sell
288,083
-162,634
-36% -$1.25M 1.05% 34
2017
Q3 		$3.54M Buy
450,717
+297,770
+195% +$2.33M 1.87% 16
2017
Q2 		$1.2M Buy
+152,947
New +$1.22M 0.67% 50
2016
Q1 		– Sell
-13,500
Closed -$100K – 106
2015
Q4 		$100K Sell
13,500
-15,535
-54% -$118K 0.07% 97
2015
Q3 		$206K Buy
+29,035
New +$222K 0.15% 86
2015
Q1 		– Sell
-186,891
Closed -$1.52M – 151
2014
Q4 		$1.52M Sell
186,891
-18,146
-9% -$152K 0.97% 39
2014
Q3 		$1.72M Buy
+205,037
New +$1.79M 1.11% 35
2014
Q2 		– Sell
-97,647
Closed -$808K – 163
2014
Q1 		$808K Buy
97,647
+57,802
+145% +$476K 0.53% 63
2013
Q4 		$326K Sell
39,845
-13,539
-25% -$111K 0.23% 114
2013
Q3 		$423K Sell
53,384
-64,318
-55% -$517K 0.31% 105
2013
Q2 		$933K Buy
+117,702
New +$951K 0.69% 53

Other funds holding MCN

WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return