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This page contains information on primary unit trusts. For information on trusts that are not shown below, please click on the View Secondary Trusts link or use the Search by Ticker, Keyword or CUSIP box on the upper right hand corner of this page.
Available Primary Hybrid Portfolios [ View Secondary Trusts ]
Click on any of the underlined column headings to sort the results by that column. Clicking the heading toggles between ascending and descending order.
Portfolio Name Initial
Offer
Date
Termination
Date
Offer
Price
Net Asset
Value
Price
Date
Est Net Annual
Income
Subseq Yr Est Net
Income
Fact
Sheet
ProspectusCUSIPS
60/40 Strategic Allocation, 3rd Qtr 2015 07/14/15 10/17/16 $9.9741 $9.7299 07/31/15 $0.2558 $0.2545 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation,3rd Qtr 2015 07/14/15 10/17/16 $9.9668 $9.7228 07/31/15 $0.2151 $0.2140 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 13 06/24/15 06/22/17 $9.7419 $9.4071 07/31/15 $0.6224 $0.6181 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 15 07/16/15 07/17/17 $9.9077 $9.5664 07/31/15 $0.3576 $0.3549 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 55 07/20/15 07/20/17 $9.8608 $9.5213 07/31/15 $0.5651 $0.5608 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 49 07/20/15 07/20/20 $9.8467 $9.4093 07/31/15 $0.5521 $0.5464 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 23 07/15/15 01/26/17 $9.9431 $9.6998 07/31/15 $0.1230 $0.1224 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation,21 06/30/15 06/29/17 $9.9885 $9.6440 07/31/15 $0.6429 $0.6379 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Qualified Closed-End Allocation, 10 06/30/15 06/29/17 $9.8691 $9.5293 07/31/15 $0.7541 $0.7484 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 21 06/10/15 06/08/17 $9.6238 $9.2937 07/31/15 $0.8224 $0.8183 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, May 2015 05/21/15 08/22/16 $9.7692 $9.5310 07/31/15 $0.1656 $0.1652 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Equity Buy-Write, 2 06/18/15 01/26/17 $9.8959 $9.5550 07/31/15 $0.0779 $0.0775 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 3rd Qtr 2015 07/10/15 10/07/16 $9.8930 $9.6511 07/31/15 $0.7579 $0.7539 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 26 07/28/15 07/27/17 $10.0329 $9.6866 07/31/15 $0.2409 $0.2379 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge & ETF, 9 06/16/15 06/15/17 $9.7175 $9.3836 07/31/15 $0.3818 $0.3802 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 98 07/15/15 07/13/17 $9.8476 $9.5086 07/31/15 $0.4947 $0.4916 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 27 06/02/15 09/06/16 $9.3396 $9.1141 07/31/15 $0.5201 $0.5184 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 5 06/04/15 06/05/17 $9.9575 $9.6142 07/31/15 $0.3501 $0.3484 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Richard Bernstein Advisors Quality Income Buy-Write, 1 06/18/15 01/26/17 $9.7239 $9.3898 07/31/15 $0.1751 $0.1743 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 6 03/10/15 03/09/17 $9.9446 $9.6018 07/31/15 $0.3892 $0.3890 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 50 07/31/15 07/31/17 $10.0000 $9.6550 07/31/15 $0.6842 $0.6756 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 62 06/22/15 06/22/17 $9.7476 $9.4026 07/31/15 $0.7968 $0.7891 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 23 06/24/15 06/22/17 $9.7190 $9.3851 07/31/15 $0.7928 $0.7872 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 38 06/26/15 06/26/17 $9.5797 $9.2513 07/31/15 $0.5844 $0.5807 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Equity Closed-End, 17 07/01/15 06/29/17 $9.9594 $9.6160 07/31/15 $0.6934 $0.6881 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

As a result of several factors which may include changing interest rates, refundings, and sales or defaults on the underlying securities, there is no guarantee that distributions will either remain at current levels or increase over time. Estimated current return is determined by dividing a Trusts estimated net annual interest income per unit by the public offering price per unit. Estimated long-term return is a measure of the estimated return over the estimated life of a Trust. Unlike estimated current return, estimated long-term return reflects maturities, estimated principal prepayments, Trust charges and expenses, and discounts and premiums of securities in a Trust. Returns and prices will fluctuate. Consult a prospectus for a more complete description of the estimated net income, estimated current return and estimated long-term return calculations.

This product information does not constitute an offer to sell, or a solicitation of an offer to buy securities in any state to any person to whom it is not lawful to make such an offer. Sales of any of these securities must include prospectus delivery and the services of a retail broker/dealer duly licensed in the appropriate states.

 
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