SWM
MCN

Spire Wealth Management’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Spire Wealth 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
2024
Q2 		– Sell
-192,957
Closed -$1.41M – 2325
2024
Q1 		$1.41M Buy
192,957
+702
+0.4% +$5.09K 0.03% 300
2023
Q4 		$1.39M Buy
192,255
+497
+0.3% +$3.5K 0.05% 291
2023
Q3 		$1.36M Buy
191,758
+261
+0.1% +$1.92K 0.05% 271
2023
Q2 		$1.42M Buy
191,497
+1,228
+0.6% +$9.61K 0.05% 280
2023
Q1 		$1.51M Buy
190,269
+161,374
+558% +$1.28M 0.06% 272
2022
Q4 		$224K Buy
28,895
+4,146
+17% +$30.8K 0.01% 525
2022
Q3 		$160K Sell
24,749
-171,626
-87% -$1.24M 0.01% 582
2022
Q2 		$1.33M Sell
196,375
-196,529
-50% -$1.42M 0.05% 276
2022
Q1 		$3.11M Sell
392,904
-57,817
-13% -$454K 0.08% 207
2021
Q4 		$3.62M Sell
450,721
-21,058
-4% -$168K 0.08% 208
2021
Q3 		$3.7M Buy
471,779
+5,769
+1% +$46.9K 0.1% 193
2021
Q2 		$3.77M Buy
466,010
+941
+0.2% +$7.55K 0.1% 191
2021
Q1 		$3.52M Buy
+465,069
New +$3.38M 0.09% 199

Other funds holding MCN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 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
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Spire Wealth Management's MCN Position: Q2 2024 in Review

Spire Wealth Management sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q2 2024, closing a stake of 192,957 shares — an estimated $1.41M sold.

Spire Wealth Management first reported a position in MCN in Q1 2021 and held it in 13 quarters. The position peaked at $3.77M in Q2 2021. 39 funds tracked by Wall St. Rank hold MCN as of Q2 2024.

  • Spire Wealth Management reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 192,957 Madison Covered Call & Equity Strategy Fund shares in Q2 2024, an estimated $1.41M.
  • Spire Wealth Management first reported a position in Madison Covered Call & Equity Strategy Fund in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Madison Covered Call & Equity Strategy Fund position peaked at $3.77M in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.