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 Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 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. 12 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.
12 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.