SWA
MCN

Sutton Wealth Advisors’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Sutton Wealth 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
Q1 		– Sell
-5,000
Closed -$39.6K – 1240
2022
Q4 		$38.8K Buy
+5,000
New +$37.1K 0.01% 466

Other funds holding MCN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.06B AUM 48.27% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sutton Wealth Advisors's MCN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q1 2023, closing a stake of 5,000 shares — an estimated $39.6K sold.

Sutton Wealth Advisors first reported a position in MCN in Q4 2022 and held it in 1 quarter. The position peaked at $38.8K in Q4 2022. 38 funds tracked by Wall St. Rank hold MCN as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 5,000 Madison Covered Call & Equity Strategy Fund shares in Q1 2023, an estimated $39.6K.
  • Sutton Wealth Advisors first reported a position in Madison Covered Call & Equity Strategy Fund in Q4 2022 and held it in 1 quarter.
  • Sutton Wealth Advisors's Madison Covered Call & Equity Strategy Fund position peaked at $38.8K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.