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: Timing the Markets vs. Time in the Markets

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

Read More »

Last Week’s Markets in Review: Factoring in Quality to Equity Portfolios

Major U.S. indexes reclaimed record highs last week after an inauspicious start. In the U.S., the S&P 500 Index…

Read More »

Last Week’s Markets in Review: Key Updates on Inflation and Earnings

Global equity markets finished lower 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

Argus Modern Innovators, 9
E-Commerce Ecosystem, 9

Upcoming Deposits

Portfolio of Closed-End Fund Opportunities, 25

Tax-Advantaged Growth & Income, 26