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
06/18/2018 ESGO0183 ESG Opportunity Portfolio
06/19/2018 USDF0182 U.S. Defense Portfolio
07/02/2018 EAFE0183 EAFE Select 20 Portfolio
07/02/2018 EDVY0183 The Dow Jones Select Dividend Index Strategy Portfolio
07/02/2018 GLDV0183 Global 45 Dividend Strategy Portfolio
07/02/2018 SCOR0183 Select S&P Core Portfolio
07/02/2018 SDOW0184 Select 10 Industrial Portfolio
07/02/2018 SPIN0183 Select S&P Industrial Portfolio
07/13/2018 ALLC0183 All Cap Core Strategy
07/13/2018 DVLD0183 Dividend Income Leaders Strategy Portfolio
07/13/2018 LRGC0183 Large Cap Core Strategy
07/13/2018 LRGV0183 Large Cap Value Strategy
07/13/2018 MIDC0183 Mid Cap Core Strategy
07/13/2018 PICK0183 S&P PowerPicks Portfolio
07/13/2018 SMLC0183 Small Cap Core Strategy
Date Symbol/Series Trust Name
06/26/2018 IGIN0078 Investment Grade Municipal Trust, 7-13 Year
07/11/2018 HYCT0015 High Yield Corporate Trust, 4-7 Year
Date Symbol/Series Trust Name
07/06/2018 CSCC0183 Clsd-End Stgy: Covered Call Income Portfolio
07/06/2018 CSNA0183 Clsd-End Strgy: Master Muni Income - National
07/06/2018 CSVP0183 Clsd-End Stgy: Value Equity and Income Port
07/06/2018 MSTR0183 Clsd-End Strgy: Master Income Portfolio