Financial Products

Unit Trusts

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Unit Trusts

Unit Trusts provide a simple, convenient way to gain exposure to an asset class, market sector or investment discipline. Like a traditional mutual fund, unit trusts hold a pool of securities (such as stocks, bonds or alternative investments) chosen by a professional investment manager and are available with a wide range of objectives and risk levels.

Upcoming/Recent Trust Deposits at a Glance | View Full Cusips and Materials

Date Symbol/Series Trust Name
03/12/2019 ETFA0191 ETF Allocation Portfolio
03/12/2019 ETFI0191 ETF Diversified Income Portfolio
03/14/2019 ESRO0192 Enhanced Sector Strategy, Sector Rotation Portfolio
03/14/2019 ESTM0192 The Dow Jones Total Market Portfolio, Enhanced Index Strgy
03/14/2019 GWTR0191 Global Water Portfolio
03/15/2019 ESGO0192 ESG Opportunity Portfolio
03/15/2019 USDF0191 U.S. Defense Portfolio
03/18/2019 INOV0191 American Innovation Leaders Portfolio
03/18/2019 LDRS0191 New World Leaders Portfolio
03/18/2019 TECH0192 Global Technology Leaders Portfolio
Date Symbol/Series Trust Name
03/13/2019 HYCT0019 High Yield Corporate Trust, 4-7 Year
03/19/2019 IMIT0705 Insured Municipals Income Trust
Date Symbol/Series Trust Name
04/03/2019 NLEV0192 Closed-End Strategy: Select Opportunity Portfolio
04/05/2019 CSCC0192 Clsd-End Stgy: Covered Call Income Portfolio
04/05/2019 CSNA0192 Clsd-End Strgy: Master Muni Income - National
04/05/2019 CSVP0192 Clsd-End Stgy: Value Equity and Income Port
04/05/2019 MSTR0192 Clsd-End Strgy: Master Income Portfolio

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