UNIT INVESTMENT TRUSTS DETAILS

The trust seeks to provide above average total return primarily through capital appreciation by investing in a portfolio of stocks of companies deriving a substantial portion of their revenues worldwide that Pence Capital Management, LLC as portfolio consultant believes are involved in aspects of the transformation of consumer behavior and a shift in how people transact purchases. The trust is structured as a Grantor trust.

Sector Breakdown (As of 12/14/2018) All Holdings
Pricing Summary (As of 12/14/2018)
Sales Charges
30Commission 1.85 % $9.8505 1.25
84Fee Based 0.51 % $9.7183 0.00
85Rollover 1.85 % $9.8505 1.25
Sales charges are as a percentage of the public offer price per unit.
See prospectus for complete details.
Additional Risks and Considerations

An investment in this unmanaged unit investment trust should be made with an understanding of the following:

Estimated Net Income
Estimated Net Income is generally based on the most recent dividend declared by each security in the trust portfolio less estimated trust expenses. This per unit estimate will vary with changes in fees and expenses, actual dividends received, and with the sale of securities. There is no guarantee that the issuers of the securities included in the trust will declare distributions in the future or that, if declared, they will remain at current levels.
Disclosure

Investors should consider the trust's investment objectives, risks, charges and expenses carefully before investing. Consult your financial advisor for a prospectus or download a prospectus online which contains this and other information about the trust. Read the prospectus carefully before you invest or send money.

This product information does not constitute an offer to sell, or a solicitation of an offer to buy securities in any state, jurisdiction, or to any person to whom it is not lawful to make such an offer.

All products shown above may not be available within your firm. Please consult your AAM Representative for more information.

Market Values, Estimated Returns & Estimated Net Income will fluctuate. Market values are for reference only and are not indicative of your individual cost basis. You are advised to verify pricing information prior to the execution of a security trade.

NOT FDIC-INSURED - NOT BANK-GUARANTEED - MAY LOSE VALUE

Warning
×
To date should be greater than or equal From date.
Warning
Invalid Date or Invalid Date Format.
Unit Investment Trusts (UITs) are sold only by prospectus. Investors should read the prospectus carefully before investing which contains a detailed explanation of the investment objectives, risks, charges, and expenses. Investors should consult their accounting, legal, or tax advisor.

* Information labeled “Fee-Based Account” provides information pertaining to units purchased through registered investment advisers, certified financial planners or registered broker-dealers who in each case either charge investor accounts periodic fees for brokerage services, financial planning, investment advisory or asset management services, or provide such services in connection with an investment account for which a comprehensive “wrap fee” charge is imposed. You should consult your financial advisor to determine whether you can benefit from these accounts and whether your unit purchases are eligible for this discount. To purchase units in these accounts, your financial advisor must purchase units designated with one of the Fee Account CUSIP numbers, if available. The amounts shown are different from what would be applicable for units purchased in other accounts (i.e. “Commission-Based Accounts”) not eligible for this discount. See your prospectus and consult your financial advisor for more information about eligibility and applicability of the Fee-Based Account discount.