TA
MCN

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

TKG 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
2024
Q4 		– Sell
-18,000
Closed -$128K – 103
2024
Q3 		$128K Hold
18,000
– – 0.06% 94
2024
Q2 		$137K Buy
+18,000
New +$130K 0.07% 93

Other funds holding MCN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TKG Advisors's MCN Position: Q4 2024 in Review

TKG Advisors sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q4 2024, closing a stake of 18,000 shares — an estimated $128K sold.

TKG Advisors first reported a position in MCN in Q2 2024 and held it in 2 quarters. The position peaked at $137K in Q2 2024. 36 funds tracked by Wall St. Rank hold MCN as of Q4 2024.

  • TKG Advisors reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • TKG Advisors sold 18,000 Madison Covered Call & Equity Strategy Fund shares in Q4 2024, an estimated $128K.
  • TKG Advisors first reported a position in Madison Covered Call & Equity Strategy Fund in Q2 2024 and held it in 2 quarters.
  • TKG Advisors's Madison Covered Call & Equity Strategy Fund position peaked at $137K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q4 2024.

Based on TKG Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.