You are using an unsupported browser, so some features may not work. Please upgrade to a modern browser.
Finance charts

Uncategorized

New Deposits, January 10

Windmills against blue sky

Here are the reports for the past week’s deposits of our covered UITs.

StrategySponsorInitial Offer Date
Blue Chip Covered Call PortfolioAdvisors Asset Management01/08/20
EAFE Select 20 PortfolioInvesco Capital Markets01/08/20
Global 45 Dividend Strategy PortfolioInvesco Capital Markets01/08/20
Select 10 Industrial PortfolioInvesco Capital Markets01/08/20
Select S&P Core PortfolioInvesco Capital Markets01/08/20
Select S&P Industrial PortfolioInvesco Capital Markets01/08/20
The Dow Jones Select Dividend Index Strategy PortfolioInvesco Capital Markets01/08/20
Alerian Energy Infrastructure & MLP Capital Strength PortfolioGuggenheim Funds Distributors01/07/20
Argus Dividend Growers Total Return TrustHennion & Walsh01/07/20
Balanced PortfolioAdvisors Asset Management01/07/20
Cohen & Steers Equity Dividend & Income Closed-End PortfolioAdvisors Asset Management01/07/20
Dividend Strength Portfolio – A HIMCO PortfolioAdvisors Asset Management01/07/20
Financial Opportunities PortfolioAdvisors Asset Management01/07/20
Morningstar Dividend Yield Select TrustHennion & Walsh01/07/20
Municipal Advantage Closed-End and ETF PortfolioFirst Trust Portfolios01/07/20
S&P International Dividend Aristocrats PortfolioFirst Trust Portfolios01/07/20
Municipal Income Select, Closed-End PortfolioFirst Trust Portfolios01/06/20
Senior Loan & Limited Duration Opportunities Closed-End PortfolioFirst Trust Portfolios01/06/20
Strategic Income PortfolioGuggenheim Funds Distributors01/06/20
Technology Select PortfolioFirst Trust Portfolios01/06/20
Closed-End Strategy: Covered Call Income PortfolioInvesco Capital Markets01/03/20
Closed-End Strategy: Master Income PortfolioInvesco Capital Markets01/03/20
Closed-End Strategy: Master Municipal Income – National SeriesInvesco Capital Markets01/03/20
Closed-End Strategy: Value Equity and Income PortfolioInvesco Capital Markets01/03/20
Core Three Closed-End Allocation PortfolioFirst Trust Portfolios01/03/20
Dividend Strength PortfolioFirst Trust Portfolios01/03/20
Sabrient Dividend Opportunity PortfolioFirst Trust Portfolios01/03/20
Sabrient Dividend PortfolioFirst Trust Portfolios01/03/20

The Nasdaq Fund Network has the first dedicated database of unit investment trust research reports that gives finance professionals access to the information they need to make investment recommendations with confidence.

Download a sample report or create an account to get full access to all reports.

Download Sample

Categories

Newsletter

Be first to receive UIT insights and industry news by subscribing to our newsletter.