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
09/13/2019 ESGO0194 ESG Opportunity Portfolio
09/16/2019 INOV0193 American Innovation Leaders Portfolio
09/16/2019 LDRS0193 New World Leaders Portfolio
09/16/2019 TECH0194 Global Technology Leaders Portfolio
09/16/2019 USDF0193 U.S. Defense Portfolio
10/09/2019 EAFE0194 EAFE Select 20 Portfolio
10/09/2019 EDVY0194 The Dow Jones Select Dividend Index Strategy Portfolio
10/09/2019 GLDV0194 Global 45 Dividend Strategy Portfolio
10/09/2019 SCOR0194 Select S&P Core Portfolio
10/09/2019 SPIN0194 Select S&P Industrial Portfolio
Date Symbol/Series Trust Name
09/17/2019 QMLM0103 Quality Municipal Income Trust, 10-20 Year
09/24/2019 IGIN0083 Investment Grade Municipal Trust, 7-13 Year
Date Symbol/Series Trust Name
10/02/2019 NLEV0194 Closed-End Strategy: Select Opportunity Portfolio
10/04/2019 CSCC0194 Closed-End Strategy: Covered Call Income Portfolio
10/04/2019 CSNA0194 Closed-End Strategy: Master Muni Income - National
10/04/2019 CSVP0194 Closed-End Strategy: Value Equity and Income Portfolio
10/04/2019 MSTR0194 Closed-End Strategy: Master Income Portfolio