Innovative, Independent & UIT Focused

Visit SmartTrust® University now and watch our educational series of interviews to learn valuable portfolio strategy and product insights from industry experts.

View All Videos »

Weekly Capital Market Update

View All Capital Market Updates »

Last Week’s Markets in Review: How Employment may shape Fed Policy

Global equity markets finished lower for the week. In the U.S., the S&P 500 Index traded lower in each…

Read More »

Last Week’s Markets in Review: What’s Performing Best Across the Globe in 2021?

U.S. stock finished mostly higher last week with the S&P 500 and Dow setting new record highs. The S&P…

Read More »

Last Week’s Markets in Review: GDP and its Importance to Markets

Global equity markets finished higher for the week. In the U.S., the S&P 500 Index reached record highs during…

Read More »

Proposal Builder

Select the Trusts you want to include. You can search by Ticker, CUSIP, or specific keywords to find your desired Trusts.

View Proposal Bulider

Calendar

Calendar Icon

View our Full Calendar of Deposits and Terminations.

View Calendar »

Recent Deposits

New York Municipal Portfolio of Closed-End Funds, 23
Small-Cap Opportunities, 2

Upcoming Deposits

Argus Dividend Growers Total Return, 30

Morningstar Dividend Yield Select, 19