Finance charts


New Deposits, July 31


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

StrategySponsorInitial Offer Date
US 50 Dividend Strategy PortfolioGuggenheim Funds Distributors07/27/20
60/40 Asset Allocation PortfolioAdvisors Asset Management07/24/20
American Agenda PortfolioFirst Trust Portfolios07/24/20
Deep Value Dividend PortfolioFirst Trust Portfolios07/24/20
Equity Income Select PortfolioFirst Trust Portfolios07/24/20
Investment Grade Corporate Trust, 3-7 YearInvesco Capital Markets07/24/20
U.S. Revenue PortfolioFirst Trust Portfolios07/24/20
Photo by David von Diemar on Unsplash

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