World Equity Group
MCN icon

World Equity Group’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

World Equity Group’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
2026
Q3 		$534K Sell
101,609
-12,798
-11% -$71.4K 0.22% 97
2026
Q2 		$632K Buy
114,407
+479
+0.4% +$2.79K 0.14% 169
2026
Q1 		$664K Buy
113,928
+2,698
+2% +$16.2K 0.17% 145
2025
Q4 		$667K Buy
111,230
+7,057
+7% +$42.3K 0.19% 132
2025
Q3 		$643K Buy
104,173
+4,910
+5% +$30.6K 0.15% 141
2025
Q2 		$620K Buy
99,263
+7,682
+8% +$45.1K 0.17% 131
2025
Q1 		$652K Sell
91,581
-99,035
-52% -$637K 0.19% 116
2024
Q4 		$1.28M Buy
190,616
+99,035
+108% +$690K 0.27% 82
2024
Q3 		$652K Buy
91,581
+835
+0.9% +$6.05K 0.24% 101
2024
Q2 		$690K Buy
90,746
+1,755
+2% +$12.6K 0.21% 130
2024
Q1 		$651K Buy
88,991
+4,324
+5% +$31.4K 0.13% 160
2023
Q4 		$638K Buy
84,667
+985
+1% +$6.94K 0.13% 165
2023
Q3 		$592K Buy
83,682
+1,791
+2% +$13.2K 0.12% 181
2023
Q2 		$606K Buy
+81,891
New +$641K 0.18% 146
2023
Q1 		– Sell
-79,321
Closed -$615K – 560
2022
Q4 		$615K Buy
79,321
+923
+1% +$6.86K 0.15% 158
2022
Q3 		$506K Buy
78,398
+1,082
+1% +$7.79K 0.13% 161
2022
Q2 		$524K Buy
77,316
+8,717
+13% +$62.9K 0.13% 175
2022
Q1 		$543K Buy
+68,599
New +$539K 0.12% 196

Other funds holding MCN

Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Investmark Advisory Group
Investmark Advisory Group Shelton, Connecticut $308M AUM 15.77% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

World Equity Group's MCN Position: Q3 2026 in Review

World Equity Group reduced its Madison Covered Call & Equity Strategy Fund (MCN) stake by 11% in Q3 2026, selling an estimated $71.4K and leaving 101,609 shares worth $534K. The position accounts for 0.22% of the portfolio, ranked #97.

World Equity Group first reported a position in MCN in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.28M in Q4 2024. 13 funds tracked by Wall St. Rank hold MCN as of Q3 2026.

  • World Equity Group held 101,609 shares of Madison Covered Call & Equity Strategy Fund worth $534K as of Q3 2026.
  • World Equity Group sold 12,798 Madison Covered Call & Equity Strategy Fund shares in Q3 2026, an estimated $71.4K.
  • Madison Covered Call & Equity Strategy Fund made up 0.22% of World Equity Group's portfolio in Q3 2026, its #97 holding.
  • World Equity Group first reported a position in Madison Covered Call & Equity Strategy Fund in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Madison Covered Call & Equity Strategy Fund position peaked at $1.28M in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.