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New Deposits, July 12

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

StrategySponsorInitial Offer Date
Balanced PortfolioAdvisors Asset Management07/09/19
Cohen & Steers Equity Dividend & Income Closed-End PortfolioAdvisors Asset Management07/09/19
Diversified Equity Strategic Allocation PortfolioFirst Trust Portfolios07/09/19
Financial Opportunities PortfolioAdvisors Asset Management07/09/19
Ubiquitous Strategy PortfolioAdvisors Asset Management07/09/19
Closed-End Strategy: Covered Call Income PortfolioInvesco Capital Markets07/08/19
Closed-End Strategy: Master Income PortfolioInvesco Capital Markets07/08/19
Closed-End Strategy: Master Municipal Income Portfolio – National SeriesInvesco Capital Markets07/08/19
Closed-End Strategy: Value Equity and Income PortfolioInvesco Capital Markets07/08/19
Strategic Income PortfolioGuggenheim Funds Distributors07/05/19

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