Unit Trusts
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Aligning Investors with their values
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Upcoming/Recent Deposits | View Full Cusips and Materials
| Date | Symbol/Series | Trust Name |
|---|---|---|
| 07/09/2025 | EAFE0253 |
EAFE Select 20 Portfolio
|
| 07/09/2025 | EDVY0253 |
The Dow Jones Select Dividend Index Strategy Portfolio
|
| 07/09/2025 | GLDV0253 |
Global 45 Dividend Strategy Portfolio
|
| 07/09/2025 | SCOR0253 |
Select S&P Core Portfolio
|
| 07/09/2025 | SDOW0254 |
Select 10 Industrial Portfolio
|
| 07/09/2025 | SPIN0253 |
Select S&P Industrial Portfolio
|
| 07/17/2025 | ALLC0253 |
All Cap Core Strategy
|
| 07/17/2025 | DVLD0253 |
Dividend Income Leaders Strategy Portfolio
|
| 07/17/2025 | LRGC0253 |
Large Cap Core Strategy
|
| 07/17/2025 | MIDC0253 |
Mid Cap Core Strategy
|
| 07/17/2025 | PICK0253 |
PowerPicks Portfolio
|
| 07/17/2025 | QQQG0253 |
NASDAQ-100 Growth Leaders Portfolio
|
| 07/17/2025 | SMLC0253 |
Small Cap Core Strategy
|
| 07/22/2025 | BUYB0253 |
Buyback Leaders Portfolio
|
| 07/22/2025 | DIVP0253 |
Dividend Income & Value Portfolio
|
| 07/22/2025 | INFA0253 |
American Infrastructure Growth Portfolio
|
| Date | Symbol/Series | Trust Name |
|---|---|---|
| 07/07/2025 | CSCC0253 |
Closed-End Strategy: Covered Call Income Portfolio
|
| 07/07/2025 | CSNA0253 |
Closed-End Strategy: Master Muni Income - National
|
| 07/07/2025 | CSVP0253 |
Closed-End Strategy: Value Equity and Income Portfolio
|
| 07/07/2025 | LOAN0253 |
Closed-End Strategy: Senior Loan and Limited Duration
|
| 07/07/2025 | MSTR0253 |
Closed-End Strategy: Master Income Portfolio
|