Sheaff Brock Investment Advisors’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Sheaff Brock Investment 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
2023 Q3	–	Sell	-13,380	Closed	-$99K	–	480
2023 Q2	$99K	Hold	13,380	–	–	0.01%	459
2023 Q1	$106K	Hold	13,380	–	–	0.01%	479
2022 Q4	$104K	Hold	13,380	–	–	0.01%	458
2022 Q3	$86K	Buy	+13,380	New	+$96.4K	0.01%	467

Other funds holding MCN

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Sheaff Brock Investment Advisors's MCN Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q3 2023, closing a stake of 13,380 shares — an estimated $99K sold.

Sheaff Brock Investment Advisors first reported a position in MCN in Q3 2022 and held it in 4 quarters. The position peaked at $106K in Q1 2023. 44 funds tracked by Wall St. Rank hold MCN as of Q3 2023.

Sheaff Brock Investment Advisors reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q3 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 13,380 Madison Covered Call & Equity Strategy Fund shares in Q3 2023, an estimated $99K.
Sheaff Brock Investment Advisors first reported a position in Madison Covered Call & Equity Strategy Fund in Q3 2022 and held it in 4 quarters.
Sheaff Brock Investment Advisors's Madison Covered Call & Equity Strategy Fund position peaked at $106K in Q1 2023.
44 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.