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

Sowell 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
2025 Q2	–	Sell	-20,474	Closed	-$126K	–	1079
2025 Q1	$126K	Buy	+20,474	New	+$132K	0.01%	966
2023 Q2	–	Sell	-13,556	Closed	-$108K	–	717
2023 Q1	$108K	Buy	+13,556	New	+$107K	0.01%	732
2021 Q2	–	Sell	-10,730	Closed	-$86K	–	1819
2021 Q1	$86K	Buy	10,730 +395	+4%	+$2.87K	﹤0.01%	1430
2020 Q4	$70K	Buy	10,335 +1,000	+11%	+$6.3K	﹤0.01%	1283
2020 Q3	$56K	Buy	9,335 +467	+5%	+$2.75K	﹤0.01%	1169
2020 Q2	$50K	Buy	8,868 +3,046	+52%	+$16.9K	﹤0.01%	1160
2020 Q1	$29K	Buy	+5,822	New	+$35.5K	﹤0.01%	1260

Other funds holding MCN

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

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

NAS

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

Sowell Financial Services's MCN Position: Q2 2025 in Review

Sowell Financial Services sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q2 2025, closing a stake of 20,474 shares — an estimated $126K sold.

Sowell Financial Services first reported a position in MCN in Q1 2020 and held it in 7 quarters. The position peaked at $126K in Q1 2025. 49 funds tracked by Wall St. Rank hold MCN as of Q2 2025.

Sowell Financial Services reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q2 2025 after selling out during the quarter.
Sowell Financial Services sold 20,474 Madison Covered Call & Equity Strategy Fund shares in Q2 2025, an estimated $126K.
Sowell Financial Services first reported a position in Madison Covered Call & Equity Strategy Fund in Q1 2020 and held it in 7 quarters.
Sowell Financial Services's Madison Covered Call & Equity Strategy Fund position peaked at $126K in Q1 2025.
49 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.