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
09/13/2018 ESRO0184 Enhanced Sector Strategy, Sector Rotation Portfolio
09/13/2018 ESTM0184 The Dow Jones Total Market Portfolio, Enhanced Index Strgy
09/13/2018 GWTR0183 Global Water Portfolio
09/17/2018 ESGO0184 ESG Opportunity Portfolio
09/17/2018 INOV0183 American Innovation Leaders Portfolio
09/17/2018 LDRS0183 New World Leaders Portfolio
09/17/2018 TECH0184 Global Technology Leaders Portfolio
09/18/2018 USDF0183 U.S. Defense Portfolio
10/04/2018 EAFE0184 EAFE Select 20 Portfolio
10/04/2018 EDVY0184 The Dow Jones Select Dividend Index Strategy Portfolio
10/04/2018 GLDV0184 Global 45 Dividend Strategy Portfolio
10/04/2018 SCOR0184 Select S&P Core Portfolio
10/04/2018 SPIN0184 Select S&P Industrial Portfolio
Date Symbol/Series Trust Name
09/20/2018 QMLM0099 Quality Municipal Income Trust, 10-20 Year
Date Symbol/Series Trust Name
10/03/2018 NLEV0184 Closed-End Strategy: Select Opportunity Portfolio
10/05/2018 CSCC0184 Clsd-End Stgy: Covered Call Income Portfolio
10/05/2018 CSNA0184 Clsd-End Strgy: Master Muni Income - National
10/05/2018 CSVP0184 Clsd-End Stgy: Value Equity and Income Port
10/05/2018 MSTR0184 Clsd-End Strgy: Master Income Portfolio