WEG
MCN

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
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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return