Simplify Your UIT Book of Business

Simplify your UIT book of business and spend less time manually tracking maturities, utilization thresholds, and roll opportunities.

Never miss an upcoming maturity
Never miss another roll opportunity
Monitor utilization thresholds automatically
Track buffered UITs across accounts
Reduce manual monitoring and spreadsheet work

Get Started in Minutes

FREE to use while UIT Monitor is under active development.
Create an account, upload your holdings, and start monitoring your UIT book.

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Timely Digest Alerts

Stay informed with configurable digest alerts that highlight upcoming maturities, utilization thresholds, and roll opportunities across your UIT book.

Sent to your inbox on a schedule you control.
Highlights the UITs that need your attention most.

UIT Monitor

Advisor Report

My book · Daily · period starting Sep 25, 2026

2 UITs Require Review

1 above 80% utilization
1 within 90 days of maturity

Cap utilization at or above 80%

Utilization

Protected Growth 15

40177B118

Cap utilization: 84.1%
Days until maturity: 131

Maturity within 90 days

Maturity

Buffered Outcome 2026

33741G229

Days until maturity: 51
Maturity date: Nov 15, 2026

This preview shows the Advisor Report email delivered to your inbox.

Manage Your Entire UIT Book in One Dashboard

Monitor UITs from multiple providers from a single dashboard. Track utilization thresholds, upcoming maturities, and roll candidates without maintaining manual spreadsheets.

Interactive Preview

UIT book

Showing 5 of 5 active UITs

Trust	Account	Cap Utilization	Days Remaining
Buffered Outcome 2026 First Trust	Fee account · Cash-Fee	Priority92.4%	51
Protected Growth 15 Guggenheim	Fee account · Cash-Fee	Monitor84.1%	131
Defined Outcome Invesco	Standard account · Cash	61.0%	329
Buffered Income 2027 Invesco	Fee account · Cash-Fee	73.2%	88
Strategic Equity First Trust	Standard account · Cash	48.5%	22

This preview illustrates how UIT Monitor organizes trusts, utilization thresholds, maturities, and roll opportunities. Click the tabs and filters to explore sample holdings.

Start Using UIT Monitor

UIT Monitor is currently FREE to use while under active development.

Create an account, upload your holdings, and begin monitoring your UIT book.

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UIT Monitor is actively being improved. Suggestions, feature requests, and bug reports are welcome at support@uitmonitor.com.