— Know what they know.
Not Investment Advice

CVRD

Madison Covered Call ETF
1W: +0.2% 1M: +2.6% 3M: -2.5% YTD: -2.3% 1Y: -3.7%
$18.18
+0.10 (+0.54%)
 
Weekly Expected Move ±1.3%
$17 $18 $18 $18 $18
ETF AMEX · AUM $32.3M
Key Statistics
AUM$32M
Holdings64
Top 10 Wt41.6%
Volume149
Avg Volume2,093
Beta0.59
Portfolio Fundamentals
P/E26.4
P/B7.0
Div Yield1.68%
ROE28.8%
% Profitable48%
Inception2023-08-22
Sector Allocation
Technology 22.7%
Financial Services 13.5%
Healthcare 13.2%
Consumer Defensive 10.9%
Consumer Cyclical 8.9%
Communication Services 8.2%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Archer-Daniels-Midland Co ADM 5.26% $1.6M 19,000
2 US BANK MMDA - USBGFS 9 09/01/2037 8AMMF0JA0 4.89% $1.5M 1,517,774
3 Danaher Corp DHR 4.44% $1.4M 7,200
4 Agilent Technologies Inc A 4.24% $1.3M 9,500
5 Microsoft Corp MSFT 4.06% $1.3M 3,300
6 Amazon.com Inc AMZN 4.04% $1.3M 5,400
7 Visa Inc V 3.90% $1.2M 3,400
8 Broadcom Inc AVGO 3.69% $1.1M 3,000
9 Union Pacific Corp UNP 3.66% $1.1M 3,700
10 Blackrock Inc BLK 3.40% $1.1M 1,000

Recent Holding Changes

Date Holding Change Details
2026-07-27 8AMMF0JA0 Changed 2566204 → 1517774
2026-07-24 8AMMF0JA0 Changed 2517362 → 2566204
2026-07-23 PEP 261016C00145000 New
2026-07-23 TMUS 261016C00220000 New
2026-07-23 8AMMF0JA0 Changed 2379723 → 2517362

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