Unit Trusts


Incapital Morningstar Wide Moat Portfolio, 1Q 2015

Portfolio Holdings

International Business Machines CorporationIBMInformation Technology3.51 %
Alphabet Inc.GOOGLInformation Technology3.51 %
Actavis plc ACTHealth Care3.50 %
Potash Corporation of Saskatchewan Inc.POTMaterials3.48 %
QUALCOMM IncorporatedQCOMInformation Technology3.47 %
The Williams Companies, Inc.WMBEnergy3.47 %
Ambev S.A. ABEVConsumer Staples3.47 %
Southwestern Energy Company SWNEnergy3.46 %
Schlumberger Limited SLBEnergy3.46 %
General Electric CompanyGEIndustrials3.46 %
Sanofi SNYHealth Care3.46 %
Franklin Resources, Inc. BENFinancials3.46 %
Exxon Mobil CorporationXOMEnergy3.46 %
Westpac Banking Corporation WBKFinancials3.46 %
Occidental Petroleum CorporationOXYEnergy3.46 %
BHP Billiton PLC BBLMaterials3.45 %
The Western Union CompanyWUInformation Technology3.45 %
Emerson Electric Co.EMRIndustrials3.45 %
Philip Morris International Inc.PMConsumer Staples3.45 %
Baxter International Inc.BAXHealth Care3.45 %
Diageo plc DEOConsumer Staples3.45 %
Merck & Co., Inc.MRKHealth Care3.45 %
National Oilwell Varco, Inc.NOVEnergy3.44 %
Exelon CorporationEXCUtilities3.44 %
EBAY INCEBAYInformation Technology3.43 %
Gilead Sciences, Inc. GILDHealth Care3.43 %
Amgen Inc.AMGNHealth Care3.43 %
Amazon.com, Inc. AMZNConsumer Discretionary3.42 %
The Priceline Group, Inc.PCLNConsumer Discretionary3.17 %

Data used for the Portfolio Holdings and Portfolio Allocation Characteristics is from Bloomberg Finance L.P. Portfolio holdings are provided for informational purposes only and should not be deemed as a recommendation to buy or sell individual securities. Portfolio Holdings and Portfolio Allocation Characteristics are as of deposit day and are subject to change and may vary thereafter.

The style and capitalization characteristics are designed to help investors understand how they fit into an overall investment plan. Value, blend and growth are types of investment styles. Growth Investing generally seeks stocks that offer the potential for greater-than-average earnings growth, and may entail greater risk than value or blend investing. Value investing generally seeks stocks that may be sound investments but are temporarily out of favor in the marketplace, and may entail less risk than growth investing. A blend investment combines the two styles. Market capitalization is determined by the following criteria: Large Cap: Greater than $10 billion, Mid Cap: $2 billion-$10 billion, Small Cap: $250 million-$2 billion Micro Cap: Below $250 million.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her advisors.

Risk Considerations
There is no assurance that a unit investment trust will achieve its investment objective. An investment in this unit investment trust is subject to market risk, which is the possibility that the market values of securities owned by the trust will decline and that the value of trust units may therefore be less than what you paid for them. This trust is unmanaged. You can lose money investing in this trust.

Common stocks do not assure dividend payments. Dividends are paid only when declared by an issuer’s board of directors and the amount of any dividend may vary over time.

Investing in foreign securities involves certain risks not typically associated with investing solely in the United States. This may magnify volatility due to changes in foreign exchange rates, the political and economic uncertainties in foreign countries, U.S. or foreign tax treatment, and the potential lack of liquidity, government supervision and regulation.

Investing in emerging markets entail special risks such as currency, political, economic and market risks. The risks of investing in emerging market countries are greater than the risks generally associated with foreign investments.

Although this trust’s life is approximately 15 months, this strategy should be considered as part of a long-term investment strategy and investors should consider their ability to pursue investing in successive portfolios at the applicable sales charge, if available. There may be tax consequences associated with an investment from one series to the next unless units are purchased in an IRA or other qualified tax-deferred account. Investors should consult their tax advisor or attorney to determine tax consequences associated with an investment from one portfolio to the next.


Incapital Unit Trust, Series 67, is a unit investment trust that consists of the Incapital Morningstar Wide Moat Portfolio, 1Q 2015. Nuveen Securities, LLC serves as the Trust's sponsor and Nuveen Fund Advisors, LLC serves as the Trust's evaluator and supervisor.

Morningstar Investment Services, Inc. is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Nuveen, LLC and Morningstar Investment Services, Inc. are unaffiliated. Morningstar Investment Services, Inc. provides the trust with portfolio consulting services. The Trust is distributed by Nuveen Securities, LLC, a subsidiary of Nuveen, LLC.

Incapital is not affiliated with Nuveen, LLC.

Trust Summary

Trust NameIncapital Morningstar Wide Moat Portfolio, 1Q 2015
Series Name1Q 2015
Trust SymbolWMP1Q15
Nasdaq SymbolINWMKX
Trust StatusTerminated
Initial Offer Date01/12/2015
Termination Date04/08/2016
First Income Record Date06/10/2015
Distibution FrequencySemi-annually
Tax StructureRIC
Liquidation Price1$9.0423
Cash CUSIP45330L109
Reinvest CUSIP45330L117
Fee Cash CUSIP45330L125
Fee Reinvest CUSIP45330L133

1. Represents the value per unit that a unitholder would receive if the unitholder redeemed or sold units. This price is equal to the net asset value per unit plus any remaining organization costs and creation & development fee. This price reflects any remaining non-contingent deferred sales charges payable in connection with a liquidation of units.

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