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Tax-Advantaged Growth & Income, 20

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Strategy Performance

Trust Name Status Deposit Date Maturity Date Term LIQ Price Performance** Historical 12‑Month Dist.* Docs
Tax-Advantaged Growth & Income, 3 Closed 04-12-2012 04-15-2014 2 Year $10.8194 36.51% 0.8417
Tax-Advantaged Growth & Income, 4 Closed 04-15-2014 04-20-2016 2 Year $10.1543 11.75% 0.5325
Tax-Advantaged Growth & Income, 5 Closed 08-20-2014 08-23-2016 2 Year $9.9936 10.32% 0.5415
Tax-Advantaged Growth & Income, 6 Closed 12-18-2014 12-20-2016 2 Year $9.3975 4.92% 0.5455
Tax-Advantaged Growth & Income, 7 Closed 04-21-2015 04-20-2017 2 Year $9.5853 6.62% 0.5140
Tax-Advantaged Growth & Income, 8 Closed 08-25-2015 08-24-2017 2 Year $10.8118 17.96% 0.5553
Tax-Advantaged Growth & Income, 9 Closed 12-29-2015 12-28-2017 2 Year $10.7638 16.95% 0.4957
Tax-Advantaged Growth & Income, 10 Closed 04-20-2016 04-25-2018 2 Year $9.0426 -1.10% 0.4681
Tax-Advantaged Growth & Income, 11 Closed 08-23-2016 08-23-2018 2 Year $9.4897 3.27% 0.4660
Tax-Advantaged Growth & Income, 12 Closed 12-20-2016 12-20-2018 2 Year $8.3839 -6.91% 0.5187
Tax-Advantaged Growth & Income, 13 Closed 04-20-2017 04-23-2019 2 Year $9.2099 0.84% 0.5454
Tax-Advantaged Growth & Income, 14 Closed 08-24-2017 08-27-2019 2 Year $9.2417 1.56% 0.5254
Tax-Advantaged Growth & Income, 15 Closed 12-28-2017 12-30-2019 2 Year $9.6941 5.03% 0.5183
Tax-Advantaged Growth & Income, 16 Closed 04-25-2018 04-28-2020 2 Year $8.3984 -7.10% 0.5266
Tax-Advantaged Growth & Income, 17 Closed 08-23-2018 08-25-2020 2 Year $8.6695 -5.00% 0.4464
Tax-Advantaged Growth & Income, 18 Closed 12-20-2018 12-22-2020 2 Year $10.6044 15.22% 0.4789
Tax-Advantaged Growth & Income, 19 Closed 04-23-2019 04-16-2021 2 Year $9.5990 7.28% 0.3827
Tax-Advantaged Growth & Income, 20 Closed 08-15-2019 08-17-2021 2 Year $9.7631 6.59% 0.4078
Tax-Advantaged Growth & Income, 21 Closed 12-20-2019 12-21-2021 2 Year $9.7950 6.33% 0.4003
Tax-Advantaged Growth & Income, 22 Closed 04-28-2020 04-29-2022 2 Year $11.0253 21.19% 0.4948
Tax-Advantaged Growth & Income, 23 Closed 08-25-2020 08-26-2022 2 Year $9.8341 6.48% 0.4751
Tax-Advantaged Growth & Income, 24 Closed 12-22-2020 12-21-2022 2 Year $8.6590 -6.58% 0.4189
Tax-Advantaged Growth & Income, 25 Closed 04-16-2021 04-13-2023 2 Year $8.1639 -11.87% 0.4306
Tax-Advantaged Growth & Income, 26 Closed 08-17-2021 08-17-2023 2 Year $7.9137 -14.37% 0.3262
Tax-Advantaged Growth & Income, 27 Closed 12-21-2021 12-21-2023 2 Year $8.5901 -8.63% 0.3135
Tax-Advantaged Growth & Income, 28 Closed 01-19-2022 01-19-2024 2 Year $8.6316 -7.50% 0.3152
Tax-Advantaged Growth & Income, 29 Closed 04-29-2022 04-30-2024 2 Year $9.3238 0.78% 0.3741
Tax-Advantaged Growth & Income, 30 Closed 08-26-2022 08-27-2024 2 Year $9.6521 4.61% 0.4128
Tax-Advantaged Growth & Income, 31 Closed 12-21-2022 12-20-2024 2 Year $9.6089 5.89% 0.4019
Tax-Advantaged Growth & Income, 32 Closed 04-13-2023 04-09-2025 2 Year $8.8764 -3.55% 0.4108
Tax-Advantaged Growth & Income, 33 Open 08-17-2023 08-13-2025 2 Year $9.9185 7.90% 0.4074
Tax-Advantaged Growth & Income, 34 Open 12-21-2023 12-17-2025 2 Year $10.4062 10.81% 0.4134
Tax-Advantaged Growth & Income, 35 Open 04-30-2024 04-28-2026 2 Year $10.5263 10.17% 0.3603
Tax-Advantaged Growth & Income, 36 Open 08-27-2024 08-27-2026 2 Year $9.1445 -5.56% 0.3947
Tax-Advantaged Growth & Income, 37 Open 12-20-2024 12-17-2026 2 Year $9.3884 -4.62% 0.4590
Tax-Advantaged Growth & Income, 38 Open 04-09-2025 04-08-2027 2 Year $9.8584 -1.17% 0.4384
Performance for certain Trust series is not available online, please contact the SmartTrust support desk for more information.

*The Historical 12-Month Distribution of Trust Holdings is as of 10/01/2024. If the Trust deposited after, or 90 days prior to, 10/01/2024, the distribution is as of deposit date. The Historical 12-Month Distribution is calculated by taking the weighted average of the regular income distributions paid by the securities included in the trust’s portfolio over the 12 months preceding the trust’s date of deposit reduced to account for the effects of trust fees and expenses. This historical distribution is for illustrative purposes only and is not indicative of amounts that will actually be distributed by the trust. The distributions paid by the trust may be higher or lower than the amount shown above due to factors including, but not limited to, changes in the price of trust units, changes (including reductions) in distributions paid by issuers, changes in actual trust expenses and sales of securities in the portfolio. There is no guarantee that the issuers of the securities included in the trust will pay any distributions in the future.

**Calculated With Transactional Sales Charge (Distributions Reinvested) Since Inception