Press Releases

Advisors Asset Management Blue Chip Covered Call Portfolio Eclipses $1 Billion Sales Milestone

Milestone underscores growing demand for income-oriented equity strategies amid evolving market conditions

MONUMENT, COLO.  — March 11, 2026 — Advisors Asset Management (AAM), a leading investment solutions provider, today announced that its Blue Chip Covered Call Portfolio has surpassed $1 billion in sales, marking a significant milestone for the firm’s unit investment trust (UIT) platform and reflecting strong demand for income-focused equity strategies. 

The Blue Chip Covered Call Portfolio is a UIT that seeks to provide income and limited capital appreciation by investing in a portfolio primarily consisting of common stock of companies considered to be “blue chip” companies and U.S. Treasury obligations. The strategy to be followed by the trust is a covered call option writing strategy.

“We are proud to see the Blue Chip Covered Call Portfolio reach the $1 billion mark,” said Jacob Johnston, Deputy Chief Investment Officer, AAM. “In an environment where forward returns may be more muted and volatility remains elevated, covered call strategies can offer a compelling balance of income generation, conservative equity exposure, and risk management. Financial professionals are increasingly looking for solutions that are focused on the long term while potentially managing downside risk, and this portfolio is designed with that objective in mind.”

The portfolio’s covering securities are selected through a disciplined process beginning with well-known domestic companies with market capitalizations exceeding $5 billion. From that universe, AAM eliminates companies it does not consider market leaders with strong reputations for high-quality goods and services. Final selections are based on sector exposure, financial strength, historical and projected earnings and revenue growth, and current valuation metrics.

Covered call strategies may offer several advantages in today’s market environment, including the potential to generate income as a complement or alternative to traditional credit or duration exposure. They can also help supplement total returns, particularly in gently rising or sideways markets, while seeking to reduce overall equity volatility through a more conservative equity framework.

“As financial professionals seek efficient, transparent income solutions, we’ve seen growing interest in covered call strategies delivered through the UIT structure,” said Richard Stewart, Executive Vice President, UIT Product Manager, AAM. “The UIT vehicle offers a known and transparent portfolio, a convenient single-ticket solution, quarterly distributions if any, and daily liquidity.”

With equity valuations elevated and volatility dynamics shifting, AAM believes covered call strategies may play an increasingly important role in diversified portfolios by balancing income generation with participation in equity markets, while seeking to temper downside risk.

For more information about AAM and its Blue Chip Covered Call Portfolio, please visit https://www.aamlive.com/UIT/Summary/00783N532.

About Advisors Asset Management

With roots dating back to 1979, AAM has become a trusted resource for financial advisors and broker/dealers. The firm offers access to alternatives, exchange-traded funds, fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. For more information, visit www.aamlive.com | LinkedIn: https://www.linkedin.com/company/advisors-asset-management-inc-/.

Unit Investment Trusts (UITs) are sold only by prospectus. You should consider the trust’s investment objectives, risks, charges and expenses carefully before investing. Contact your financial professional or call Advisors Asset Management at 866-606-7220 to request a prospectus, which contains this and other information about the trust. Read it carefully before you invest or send money.

Past performance is no indication of future results.

Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor and member FINRA/SIPC. | Registration does not imply a certain level of skill or training. | 18925 Base Camp Road | Monument, CO 80132

CRN: 2026-0309-13299 R