— Know what they know.
Not Investment Advice

CVRD

Madison Covered Call ETF
1W: +1.7% 1M: +0.7% 3M: -0.9% YTD: +1.4% 1Y: +5.0%
$18.65
+0.00 (+0.00%)
 
Weekly Expected Move ±0.8%
$18 $18 $18 $19 $19
ETF AMEX · AUM $34.5M
Key Statistics
AUM$35M
Holdings66
Top 10 Wt40.5%
Volume2
Avg Volume1,333
Beta0.58
Portfolio Fundamentals
P/E29.4
P/B7.8
Div Yield1.55%
ROE29.0%
% Profitable48%
Inception2023-08-22
Sector Allocation
Technology 38.0%
Financial Services 11.1%
Consumer Defensive 9.9%
Consumer Cyclical 8.8%
Communication Services 7.8%
Industrials 7.4%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Microchip Technology Inc MCHP 5.45% $1.9M 20,000
2 QUALCOMM Inc QCOM 4.81% $1.7M 8,200
3 Archer-Daniels-Midland Co ADM 4.27% $1.5M 19,000
4 Amazon.com Inc AMZN 4.15% $1.4M 5,400
5 Transocean Ltd RIG 4.04% $1.4M 190,000
6 Microsoft Corp MSFT 4.02% $1.4M 3,300
7 Broadcom Inc AVGO 3.63% $1.3M 3,000
8 Danaher Corp DHR 3.57% $1.2M 7,200
9 Matador Resources Co MTDR 3.28% $1.1M 19,000
10 Visa Inc V 3.26% $1.1M 3,400

Recent Holding Changes

Date Holding Change Details
2026-05-22 8AMMF0JA0 Changed 997564 → 1029319
2026-05-22 Changed 72036 → 42573
2026-05-21 Changed -373181 → 72036
2026-05-21 V 260717C00340000 New
2026-05-21 ITW 260717C00260000 New

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms