Structures covered
6 core groups
Dividend companies, ETFs, REITs, enhanced-income, split-share, and selected new listings.
Curated static referenceResearch starting point
Canadian Income Holdings Library
Browse Canadian dividend stocks, ETFs, REITs, covered-call funds, split-share funds, and selected U.S.-listed income holdings by category, listing region, payout cadence, and Canadian investor planning question.
Research queue
New Income Listings to Research
This section is a research starting point, not a recommendation list. New listings often have limited payout history. Always verify distribution policy, fees, structure, and risk directly with the issuer.
Includes income ETFs, covered-call ETFs, REIT listings, split-share funds, closed-end income funds, and dividend initiators.
LIFE.TO
Evolve Global Healthcare Enhanced Yield Fund
Covered-call structure
Newer enhanced-yield fund; verify policy, fees, holdings, and tax character.
QQCL.TO
Global X Nasdaq-100 Covered Call ETF
Covered-call structure
Verify distribution cadence and option-overlay rules directly with issuer.
USCL.TO
Global X S&P 500 Covered Call ETF
Covered-call structure
Verify payout policy, fees, currency exposure, and tax character.
BANK-B.TO
Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund Class B
Covered-call structure
Class-specific details should be verified with issuer materials.
RMAX.TO
Hamilton REITs Yield Maximizer ETF
Covered-call structure
Verify real estate exposure, option policy, and distribution tax character.
FMAX.TO
Hamilton U.S. Financials Yield Maximizer ETF
Covered-call structure
U.S. exposure and enhanced-distribution design require review.
QMAX.TO
Hamilton Nasdaq-100 Yield Maximizer ETF
Covered-call structure
Technology exposure and option overlay should be reviewed together.
ENCC.TO
Purpose Canadian Enhanced Income Fund
Covered-call structure
Verify current distribution policy and fund structure with issuer.
BNKL.TO
Brompton North American Banks Income ETF
ETF basket
Verify distribution cadence and holdings before using in an income plan.
RS.TO
Real Estate Split Corp.
Split-share structure
Split-share rules, coverage tests, and REIT exposure require direct issuer review.
GSY.TO
goeasy
Plain dividend
Credit quality and dividend growth assumptions should be reviewed.
GOOGL
Alphabet Class A
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
AMZN
Amazon
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
META
Meta Platforms
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
NVDA
NVIDIA
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
TSLA
Tesla
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
NFLX
Netflix
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
ADBE
Adobe
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
CRM
Salesforce
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
ORCL
Oracle
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
AMD
Advanced Micro Devices
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
INTU
Intuit
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
NOW
ServiceNow
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
SHOP
Shopify
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
ABNB
Airbnb
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
UBER
Uber Technologies
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
DASH
DoorDash
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
SNOW
Snowflake
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
DDOG
Datadog
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
CRWD
CrowdStrike
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
PANW
Palo Alto Networks
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
NET
Cloudflare
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
MDB
MongoDB
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
TEAM
Atlassian
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
ZS
Zscaler
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
OKTA
Okta
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
PLTR
Palantir Technologies
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
APP
AppLovin
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
VRT
Vertiv
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
ANET
Arista Networks
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
SMCI
Super Micro Computer
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
MU
Micron Technology
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
LRCX
Lam Research
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
KLAC
KLA
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
ASML
ASML Holding
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
TSM
Taiwan Semiconductor Manufacturing
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
ARM
Arm Holdings
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
MRVL
Marvell Technology
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
ADI
Analog Devices
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
NXPI
NXP Semiconductors
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
ON
ON Semiconductor
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
QCOM
Qualcomm
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
CSCO
Cisco Systems
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
AXP
American Express
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
MA
Mastercard
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
V
Visa
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
PYPL
PayPal
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
FI
Fiserv
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
FIS
Fidelity National Information Services
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
COIN
Coinbase Global
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
ISRG
Intuitive Surgical
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
SYK
Stryker
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
TMO
Thermo Fisher Scientific
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
DHR
Danaher
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
BSX
Boston Scientific
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
IDXX
IDEXX Laboratories
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
MCK
McKesson
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
UNH
UnitedHealth Group
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
ELV
Elevance Health
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
VRTX
Vertex Pharmaceuticals
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
REGN
Regeneron Pharmaceuticals
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
GILD
Gilead Sciences
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
BIIB
Biogen
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
LLY
Eli Lilly
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
NVO
Novo Nordisk
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
AZN
AstraZeneca
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
ZTS
Zoetis
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
CMG
Chipotle Mexican Grill
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
SBUX
Starbucks
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
NKE
Nike
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
LULU
lululemon athletica
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
BKNG
Booking Holdings
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
MAR
Marriott International
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
HLT
Hilton Worldwide
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
RCL
Royal Caribbean Group
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
DIS
Walt Disney
Needs manual review
This is a conversion-research row, not an income recommendation. Review tax cost, currency exposure, concentration risk, and current payout policy before modeling a switch.
WN.TO
George Weston
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
TIH.TO
Toromont Industries
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
BYD.TO
Boyd Group Services
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
DOO.TO
BRP
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
KXS.TO
Kinaxis
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
DSG.TO
Descartes Systems Group
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
NFI.TO
NFI Group
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
HPS-A.TO
Hammond Power Solutions Class A
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
LNR.TO
Linamar
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
MG.TO
Magna International
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
GIL.TO
Gildan Activewear
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
PLC.TO
Park Lawn
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
TF.TO
Timbercreek Financial
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
ALA.TO
AltaGas
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
CCO.TO
Cameco
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
MX.TO
Methanex
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
AGI.TO
Alamos Gold
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
BTO.TO
B2Gold
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
K.TO
Kinross Gold
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
WDO.TO
Wesdome Gold Mines
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
PAAS.TO
Pan American Silver
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
EQX.TO
Equinox Gold
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
SSRM.TO
SSR Mining
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
CFP.TO
Canfor
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
IFP.TO
Interfor
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
GIB-A.TO
CGI Class A
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
DND.TO
Dye & Durham
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
LSPD.TO
Lightspeed Commerce
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
PXT.TO
Parex Resources
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
NOA.TO
North American Construction Group
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
EIF.TO
Exchange Income Corporation
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
TCL-A.TO
Transcontinental Class A
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
DRX.TO
ADF Group
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
MDA.TO
MDA Space
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
WJX.TO
Wajax
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
BDT.TO
Bird Construction
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
SIS.TO
Savaria
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
DR.TO
Medical Facilities
Plain dividend
Source validation is required before treating cadence or payout assumptions as reviewed.
HCON.TO
Horizons Conservative TRI ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VFV.TO
Vanguard S&P 500 Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XSP.TO
iShares Core S&P 500 Index ETF CAD Hedged
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XUS.TO
iShares Core S&P U.S. Total Market Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZSP.TO
BMO S&P 500 Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HXS.TO
Global X S&P 500 Index Corporate Class ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HXQ.TO
Global X Nasdaq-100 Index Corporate Class ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HXT.TO
Global X S&P TSX 60 Index Corporate Class ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HXE.TO
Global X S&P TSX Capped Energy Index Corporate Class ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HBB.TO
Global X Canadian Select Universe Bond Index Corporate Class ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VGG.TO
Vanguard U.S. Dividend Appreciation Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VGH.TO
Vanguard U.S. Dividend Appreciation Index ETF CAD Hedged
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZDY.TO
BMO U.S. Dividend ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XQQ.TO
iShares Nasdaq 100 Index ETF CAD Hedged
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
QQC.TO
Invesco NASDAQ 100 Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HXDM.TO
Global X MSCI EAFE Index Corporate Class ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HURA.TO
Global X Uranium Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XIT.TO
iShares S&P TSX Capped Information Technology Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XUT.TO
iShares S&P TSX Capped Utilities Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XEG.TO
iShares S&P TSX Capped Energy Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XMA.TO
iShares S&P TSX Capped Materials Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XRE.TO
iShares S&P TSX Capped REIT Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZUT.TO
BMO Equal Weight Utilities Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XST.TO
iShares S&P TSX Capped Consumer Staples Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HGR.TO
Harvest Global REIT Leaders Income ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZUH.TO
BMO Equal Weight US Health Care Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
FIE.TO
iShares Canadian Financial Monthly Income ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
MHC-UN.TO
Flagship Communities REIT
REIT distribution
REIT distribution cadence, tax character, and property exposure require source validation.
IIP-UN.TO
InterRent REIT
REIT distribution
REIT distribution cadence, tax character, and property exposure require source validation.
CRR-UN.TO
Crombie REIT
REIT distribution
REIT distribution cadence, tax character, and property exposure require source validation.
D-UN.TO
Dream Office REIT
REIT distribution
REIT distribution cadence, tax character, and property exposure require source validation.
DRR-UN.TO
Dream Residential REIT
REIT distribution
REIT distribution cadence, tax character, and property exposure require source validation.
APR-UN.TO
Automotive Properties REIT
REIT distribution
REIT distribution cadence, tax character, and property exposure require source validation.
PRV-UN.TO
PRO REIT
REIT distribution
REIT distribution cadence, tax character, and property exposure require source validation.
RUF-UN.TO
Pure Multi-Family REIT
REIT distribution
REIT distribution cadence, tax character, and property exposure require source validation.
SOT-UN.TO
Slate Office REIT
REIT distribution
REIT distribution cadence, tax character, and property exposure require source validation.
HUBL.TO
Harvest U.S. Bank Leaders Income ETF
Covered-call structure
Enhanced-income structure and distribution policy require source validation.
HGY.TO
Harvest Gold Giants Enhanced Income ETF
Covered-call structure
Enhanced-income structure and distribution policy require source validation.
HEP.TO
Harvest Energy Leaders Plus Income ETF
Covered-call structure
Enhanced-income structure and distribution policy require source validation.
HPF.TO
Harvest Diversified Monthly Income ETF
Covered-call structure
Enhanced-income structure and distribution policy require source validation.
HBF.TO
Harvest Brand Leaders Plus Income ETF
Covered-call structure
Enhanced-income structure and distribution policy require source validation.
PIC-A.TO
Premium Income Corporation Class A
Split-share structure
Split-share coverage, structure terms, and distribution policy require source validation.
RBLX
Roblox
Needs manual review
Conversion-research row; not a source-validated dividend row.
U
Unity Software
Needs manual review
Conversion-research row; not a source-validated dividend row.
TWLO
Twilio
Needs manual review
Conversion-research row; not a source-validated dividend row.
SQ
Block
Needs manual review
Conversion-research row; not a source-validated dividend row.
ROKU
Roku
Needs manual review
Conversion-research row; not a source-validated dividend row.
PINS
Needs manual review
Conversion-research row; not a source-validated dividend row.
SNAP
Snap
Needs manual review
Conversion-research row; not a source-validated dividend row.
ETSY
Etsy
Needs manual review
Conversion-research row; not a source-validated dividend row.
DOCU
DocuSign
Needs manual review
Conversion-research row; not a source-validated dividend row.
PATH
UiPath
Needs manual review
Conversion-research row; not a source-validated dividend row.
GTLB
GitLab
Needs manual review
Conversion-research row; not a source-validated dividend row.
BILL
BILL Holdings
Needs manual review
Conversion-research row; not a source-validated dividend row.
AFRM
Affirm Holdings
Needs manual review
Conversion-research row; not a source-validated dividend row.
HOOD
Robinhood Markets
Needs manual review
Conversion-research row; not a source-validated dividend row.
DKNG
DraftKings
Needs manual review
Conversion-research row; not a source-validated dividend row.
TTD
The Trade Desk
Needs manual review
Conversion-research row; not a source-validated dividend row.
RDDT
Needs manual review
Conversion-research row; not a source-validated dividend row.
DUOL
Duolingo
Needs manual review
Conversion-research row; not a source-validated dividend row.
CAVA
CAVA Group
Needs manual review
Conversion-research row; not a source-validated dividend row.
CART
Maplebear
Needs manual review
Conversion-research row; not a source-validated dividend row.
WING
Wingstop
Needs manual review
Conversion-research row; not a source-validated dividend row.
CELH
Celsius Holdings
Needs manual review
Conversion-research row; not a source-validated dividend row.
DFY.TO
Definity Financial
Plain dividend
Payout cadence and dividend profile require source validation.
FFH.TO
Fairfax Financial Holdings
Plain dividend
Payout cadence and dividend profile require source validation.
ONEX.TO
Onex
Plain dividend
Payout cadence and dividend profile require source validation.
FN.TO
First National Financial
Plain dividend
Payout cadence and dividend profile require source validation.
AI.TO
Atrium Mortgage Investment
Plain dividend
Payout cadence and dividend profile require source validation.
MKP.TO
MCAN Mortgage
Plain dividend
Payout cadence and dividend profile require source validation.
LIF.TO
Labrador Iron Ore Royalty
Plain dividend
Payout cadence and dividend profile require source validation.
WPM.TO
Wheaton Precious Metals
Plain dividend
Payout cadence and dividend profile require source validation.
AGF-B.TO
AGF Management Class B
Plain dividend
Payout cadence and dividend profile require source validation.
LUN.TO
Lundin Mining
Plain dividend
Payout cadence and dividend profile require source validation.
DPM.TO
Dundee Precious Metals
Plain dividend
Payout cadence and dividend profile require source validation.
OR.TO
Osisko Gold Royalties
Plain dividend
Payout cadence and dividend profile require source validation.
KBL.TO
K-Bro Linen
Plain dividend
Payout cadence and dividend profile require source validation.
WTE.TO
Westshore Terminals Investment
Plain dividend
Payout cadence and dividend profile require source validation.
ABX.TO
Barrick Gold
Plain dividend
Payout cadence and dividend profile require source validation.
BDGI.TO
Badger Infrastructure Solutions
Plain dividend
Payout cadence and dividend profile require source validation.
SVM.TO
Silvercorp Metals
Plain dividend
Payout cadence and dividend profile require source validation.
ALS.TO
Altius Minerals
Plain dividend
Payout cadence and dividend profile require source validation.
CHE-UN.TO
Chemtrade Logistics Income Fund
Closed-end fund
Fund or trust distribution policy and tax character require source validation.
SES.TO
Secure Energy Services
Plain dividend
Payout cadence and dividend profile require source validation.
BIR.TO
Birchcliff Energy
Plain dividend
Payout cadence and dividend profile require source validation.
FTT.TO
Finning International
Plain dividend
Payout cadence and dividend profile require source validation.
TVE.TO
Tamarack Valley Energy
Plain dividend
Payout cadence and dividend profile require source validation.
VET.TO
Vermilion Energy
Plain dividend
Payout cadence and dividend profile require source validation.
RCH.TO
Richelieu Hardware
Plain dividend
Payout cadence and dividend profile require source validation.
AFN.TO
Ag Growth International
Plain dividend
Payout cadence and dividend profile require source validation.
ADW-A.TO
Andrew Peller Class A
Plain dividend
Payout cadence and dividend profile require source validation.
BLX.TO
Boralex
Plain dividend
Payout cadence and dividend profile require source validation.
TA.TO
TransAlta
Plain dividend
Payout cadence and dividend profile require source validation.
CCA.TO
Cogeco Communications
Plain dividend
Payout cadence and dividend profile require source validation.
CGO.TO
Cogeco
Plain dividend
Payout cadence and dividend profile require source validation.
ARE.TO
Aecon Group
Plain dividend
Payout cadence and dividend profile require source validation.
MTL.TO
Mullen Group
Plain dividend
Payout cadence and dividend profile require source validation.
MAL.TO
Magellan Aerospace
Plain dividend
Payout cadence and dividend profile require source validation.
CSH-UN.TO
Chartwell Retirement Residences
REIT distribution
Distribution tax character and trust or REIT structure require source validation.
MRT-UN.TO
Morguard REIT
REIT distribution
Distribution tax character and trust or REIT structure require source validation.
BPF-UN.TO
Boston Pizza Royalties Income Fund
Closed-end fund
Fund or trust structure, distribution policy, and tax character require source validation.
PZA.TO
Pizza Pizza Royalty
Plain dividend
Payout cadence and dividend profile require source validation.
AW-UN.TO
A&W Revenue Royalties Income Fund
Closed-end fund
Fund or trust structure, distribution policy, and tax character require source validation.
KEG-UN.TO
Keg Royalties Income Fund
Closed-end fund
Fund or trust structure, distribution policy, and tax character require source validation.
RPI-UN.TO
Richards Packaging Income Fund
Closed-end fund
Fund or trust structure, distribution policy, and tax character require source validation.
AD-UN.TO
Alaris Equity Partners Income Trust
Closed-end fund
Fund or trust structure, distribution policy, and tax character require source validation.
SIA.TO
Sienna Senior Living
Plain dividend
Payout cadence and dividend profile require source validation.
EXE.TO
Extendicare
Plain dividend
Payout cadence and dividend profile require source validation.
LW.TO
Lassonde Industries
Plain dividend
Payout cadence and dividend profile require source validation.
MRE.TO
Martinrea International
Plain dividend
Payout cadence and dividend profile require source validation.
KPT.TO
KP Tissue
Plain dividend
Payout cadence and dividend profile require source validation.
XTC.TO
Exco Technologies
Plain dividend
Payout cadence and dividend profile require source validation.
SUI
Sun Communities
REIT distribution
U.S. REIT distribution profile and withholding-tax assumptions require source validation.
VNO
Vornado Realty Trust
REIT distribution
U.S. REIT distribution profile and withholding-tax assumptions require source validation.
HST
Host Hotels & Resorts
REIT distribution
U.S. REIT distribution profile and withholding-tax assumptions require source validation.
BRX
Brixmor Property Group
REIT distribution
U.S. REIT distribution profile and withholding-tax assumptions require source validation.
XAW.TO
iShares Core MSCI All Country World ex Canada Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VXC.TO
Vanguard FTSE Global All Cap ex Canada Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VEQT.TO
Vanguard All-Equity ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XEQT.TO
iShares Core Equity ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VGRO.TO
Vanguard Growth ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XGRO.TO
iShares Core Growth ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZGRO.TO
BMO Growth ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VCNS.TO
Vanguard Conservative ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XCNS.TO
iShares Core Conservative Balanced ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZBAL.TO
BMO Balanced ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZCON.TO
BMO Conservative ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HBAL.TO
Global X Balanced ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HCAL.TO
Hamilton Canadian Bank Equal-Weight Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HCA.TO
Hamilton Canadian Bank Mean Reversion Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HFIN.TO
Hamilton Canadian Financials Yield ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZPAY.TO
BMO Premium Yield ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XHY.TO
iShares U.S. High Yield Bond Index ETF CAD Hedged
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZHY.TO
BMO High Yield US Corporate Bond Hedged to CAD Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XHB.TO
iShares Canadian HYBrid Corporate Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZFH.TO
BMO Floating Rate High Yield ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZIC.TO
BMO Mid Corporate Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZLC.TO
BMO Long Corporate Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XLB.TO
iShares Core Canadian Long Term Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZFL.TO
BMO Long Federal Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZMMK.TO
BMO Money Market Fund ETF Series
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
CBIL.TO
Global X 0-3 Month T-Bill ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
UBIL-U.TO
Global X 0-3 Month U.S. T-Bill ETF USD
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VGV.TO
Vanguard Canadian Government Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VGAB.TO
Vanguard Global Aggregate Bond Index ETF CAD Hedged
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VBG.TO
Vanguard Global ex-U.S. Aggregate Bond Index ETF CAD Hedged
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VSC.TO
Vanguard Canadian Short-Term Corporate Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XIG.TO
iShares U.S. IG Corporate Bond Index ETF CAD Hedged
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XUH.TO
iShares Core S&P U.S. Total Market Index ETF CAD Hedged
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XEF.TO
iShares Core MSCI EAFE IMI Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VIU.TO
Vanguard FTSE Developed All Cap ex North America Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XEC.TO
iShares Core MSCI Emerging Markets IMI Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VEE.TO
Vanguard FTSE Emerging Markets All Cap Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZEA.TO
BMO MSCI EAFE Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZEM.TO
BMO MSCI Emerging Markets Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZQQ.TO
BMO Nasdaq 100 Equity Hedged to CAD Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZNQ.TO
BMO Nasdaq 100 Equity Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
TEC.TO
TD Global Technology Leaders Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
TXF-B.TO
CI Tech Giants Covered Call ETF Unhedged
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
CGL.TO
iShares Gold Bullion ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
KILO.TO
Purpose Gold Bullion Fund
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XHC.TO
iShares Global Healthcare Index ETF CAD Hedged
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZGI.TO
BMO Global Infrastructure Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
CIF.TO
iShares Global Infrastructure Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZWQT.TO
BMO Global Quality ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XMV.TO
iShares MSCI Min Vol Canada Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZLU.TO
BMO Low Volatility US Equity ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZLI.TO
BMO Low Volatility International Equity ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VUN.TO
Vanguard U.S. Total Market Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HUTL.TO
Harvest Equal Weight Global Utilities Income ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
HHLE.TO
Harvest Healthcare Leaders Enhanced Income ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
HIND.TO
Harvest Industrial Leaders Income ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
HUTS.TO
Hamilton Enhanced Utilities ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
HFT.TO
Hamilton Enhanced Canadian Financials ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
HMP.TO
Hamilton Enhanced Multi-Sector ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
PAYF.TO
Purpose Enhanced Premium Yield Fund
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
PYF.TO
Purpose Premium Yield Fund
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
RDE.TO
Purpose Core Dividend Fund
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
PDC.TO
Invesco Canadian Dividend Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
BKCL.TO
Global X Equal Weight Canadian Bank Covered Call ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
UTIL.TO
Global X Canadian Utility Services High Dividend Index ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
HYI.TO
Global X Active High Yield Bond ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
SMAX.TO
Hamilton U.S. Equity Yield Maximizer ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
EMAX.TO
Hamilton Energy Yield Maximizer ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
LMAX.TO
Hamilton Healthcare Yield Maximizer ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
YTSL.TO
Purpose Tesla Yield Shares ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
YAMZ.TO
Purpose Amazon Yield Shares ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
YNVD.TO
Purpose NVIDIA Yield Shares ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
YGOO.TO
Purpose Alphabet Yield Shares ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
YMSF.TO
Purpose Microsoft Yield Shares ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
YBRK.TO
Purpose Berkshire Yield Shares ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
YSPY.TO
Purpose S&P 500 Yield Shares ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
YQQQ.TO
Purpose Nasdaq-100 Yield Shares ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
BTCY.TO
Purpose Bitcoin Yield ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
ETHY.TO
Purpose Ether Yield ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
GLCC.TO
Global X Gold Producers Covered Call ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
GPIQ
Goldman Sachs Nasdaq-100 Core Premium Income ETF
Covered-call structure
Option strategy, distribution policy, and withholding-tax assumptions require source validation.
IQQQ
ProShares Nasdaq-100 High Income ETF
Covered-call structure
Option strategy, distribution policy, and withholding-tax assumptions require source validation.
LFE.TO
Canadian Life Companies Split Corp.
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
FTU.TO
U.S. Financial 15 Split Corp.
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
USF.TO
U.S. Financials Income Fund
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
GSB.TO
Global Dividend Growth Split Corp. Class B
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
PWI.TO
Sustainable Power & Infrastructure Split Corp.
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
SPLT.TO
Brompton Split Corp. Preferred ETF
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
DGS.TO
Dividend Growth Split Corp.
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
BPRF.TO
Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
PREF.TO
Purpose Canadian Preferred Share Fund
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
HPR.TO
Global X Active Preferred Share ETF
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
PRM.TO
Big Pharma Split Corp.
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
NPS.TO
North American Preferred Share Fund
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
INC-UN.TO
Income Financial Trust
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
LCS.TO
Brompton Lifeco Split Corp.
Split-share structure
Structural terms, coverage tests, and distribution policy require source validation.
JPM
JPMorgan Chase
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
USB
U.S. Bancorp
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
WFC
Wells Fargo
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
GS
Goldman Sachs
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
MS
Morgan Stanley
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
PNC
PNC Financial Services
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
TFC
Truist Financial
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
STT
State Street
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
TROW
T. Rowe Price Group
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
PGR
Progressive
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
MMC
Marsh & McLennan
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
TRV
Travelers Companies
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
ALL
Allstate
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
AIG
American International Group
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
APD
Air Products and Chemicals
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
DOW
Dow
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
LIN
Linde
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
SHW
Sherwin-Williams
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
NEM
Newmont
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
FCX
Freeport-McMoRan
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
KMI
Kinder Morgan
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
OKE
ONEOK
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
MPC
Marathon Petroleum
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
PSX
Phillips 66
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
VLO
Valero Energy
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
WMB
Williams Companies
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
D
Dominion Energy
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
DTE
DTE Energy
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
ES
Eversource Energy
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
EXC
Exelon
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
FE
FirstEnergy
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
AEP
American Electric Power
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
PEG
Public Service Enterprise Group
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
AWK
American Water Works
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
KDP
Keurig Dr Pepper
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
KHC
Kraft Heinz
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
KR
Kroger
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
HRL
Hormel Foods
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
HSY
Hershey
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
MKC
McCormick
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
SJM
J.M. Smucker
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
TSN
Tyson Foods
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CLX
Clorox
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CHD
Church & Dwight
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
COST
Costco Wholesale
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
DRI
Darden Restaurants
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
BDX
Becton Dickinson
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CAH
Cardinal Health
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CI
Cigna Group
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CVS
CVS Health
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
SPY
SPDR S&P 500 ETF Trust
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VOO
Vanguard S&P 500 ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
IVV
iShares Core S&P 500 ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VTI
Vanguard Total Stock Market ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
RSP
Invesco S&P 500 Equal Weight ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
SPLV
Invesco S&P 500 Low Volatility ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
USMV
iShares MSCI USA Min Vol Factor ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
QUAL
iShares MSCI USA Quality Factor ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
SCHY
Schwab International Dividend Equity ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
FDVV
Fidelity High Dividend ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
FIDI
Fidelity International High Dividend ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
LVHD
Franklin U.S. Low Volatility High Dividend Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VPU
Vanguard Utilities ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XLU
Utilities Select Sector SPDR Fund
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XLE
Energy Select Sector SPDR Fund
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XLRE
Real Estate Select Sector SPDR Fund
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
REET
iShares Global REIT ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VNQI
Vanguard Global ex-U.S. Real Estate ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
USRT
iShares Core U.S. REIT ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
KBWY
Invesco KBW Premium Yield Equity REIT ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
AGG
iShares Core U.S. Aggregate Bond ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
GOVT
iShares U.S. Treasury Bond ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
IEF
iShares 7-10 Year Treasury Bond ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
TLT
iShares 20+ Year Treasury Bond ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
SHY
iShares 1-3 Year Treasury Bond ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VGIT
Vanguard Intermediate-Term Treasury ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VGSH
Vanguard Short-Term Treasury ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VCSH
Vanguard Short-Term Corporate Bond ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
MBB
iShares MBS ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
IAGG
iShares Core International Aggregate Bond ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
CLOA
BlackRock AAA CLO ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
Covered-call structure
Option strategy, distribution policy, and withholding-tax assumptions require source validation.
ISPY
ProShares S&P 500 High Income ETF
Covered-call structure
Option strategy, distribution policy, and withholding-tax assumptions require source validation.
XDTE
Roundhill S&P 500 0DTE Covered Call Strategy ETF
Covered-call structure
Option strategy, distribution policy, and withholding-tax assumptions require source validation.
QDTE
Roundhill Nasdaq-100 0DTE Covered Call Strategy ETF
Covered-call structure
Option strategy, distribution policy, and withholding-tax assumptions require source validation.
RDTE
Roundhill Small Cap 0DTE Covered Call Strategy ETF
Covered-call structure
Option strategy, distribution policy, and withholding-tax assumptions require source validation.
YMAX
YieldMax Universe Fund of Option Income ETFs
Covered-call structure
Option strategy, distribution policy, and withholding-tax assumptions require source validation.
YMAG
YieldMax Magnificent 7 Fund of Option Income ETFs
Covered-call structure
Option strategy, distribution policy, and withholding-tax assumptions require source validation.
PAPI
Parametric Equity Premium Income ETF
Covered-call structure
Option strategy, distribution policy, and withholding-tax assumptions require source validation.
IWMI
NEOS Russell 2000 High Income ETF
Covered-call structure
Option strategy, distribution policy, and withholding-tax assumptions require source validation.
SPYT
Defiance S&P 500 Target Income ETF
Covered-call structure
Option strategy, distribution policy, and withholding-tax assumptions require source validation.
BXP
BXP
REIT distribution
U.S. REIT distribution profile and withholding-tax assumptions require source validation.
CPT
Camden Property Trust
REIT distribution
U.S. REIT distribution profile and withholding-tax assumptions require source validation.
EGP
EastGroup Properties
REIT distribution
U.S. REIT distribution profile and withholding-tax assumptions require source validation.
ELS
Equity LifeStyle Properties
REIT distribution
U.S. REIT distribution profile and withholding-tax assumptions require source validation.
KIM
Kimco Realty
REIT distribution
U.S. REIT distribution profile and withholding-tax assumptions require source validation.
KRC
Kilroy Realty
REIT distribution
U.S. REIT distribution profile and withholding-tax assumptions require source validation.
REG
Regency Centers
REIT distribution
U.S. REIT distribution profile and withholding-tax assumptions require source validation.
UDR
UDR
REIT distribution
U.S. REIT distribution profile and withholding-tax assumptions require source validation.
MFI.TO
Maple Leaf Foods
Plain dividend
Payout cadence and dividend profile require source validation.
HLF.TO
High Liner Foods
Plain dividend
Payout cadence and dividend profile require source validation.
PET.TO
Pet Valu Holdings
Plain dividend
Payout cadence and dividend profile require source validation.
JWEL.TO
Jamieson Wellness
Plain dividend
Payout cadence and dividend profile require source validation.
RSI.TO
Rogers Sugar
Plain dividend
Payout cadence and dividend profile require source validation.
LAS-A.TO
Lassonde Industries Class A
Plain dividend
Payout cadence and dividend profile require source validation.
DXT.TO
Dexterra Group
Plain dividend
Payout cadence and dividend profile require source validation.
RBA.TO
RB Global
Plain dividend
Payout cadence and dividend profile require source validation.
GDI.TO
GDI Integrated Facility Services
Plain dividend
Payout cadence and dividend profile require source validation.
EFN.TO
Element Fleet Management
Plain dividend
Payout cadence and dividend profile require source validation.
GCG-A.TO
Guardian Capital Group Class A
Plain dividend
Payout cadence and dividend profile require source validation.
SII.TO
Sprott
Plain dividend
Payout cadence and dividend profile require source validation.
SFC.TO
Sagicor Financial
Plain dividend
Payout cadence and dividend profile require source validation.
SOBO.TO
South Bow
Plain dividend
Payout cadence and dividend profile require source validation.
BEP-UN.TO
Brookfield Renewable Partners
Plain dividend
Payout cadence and dividend profile require source validation.
PRL.TO
Propel Holdings
Plain dividend
Payout cadence and dividend profile require source validation.
PBL.TO
Pollard Banknote
Plain dividend
Payout cadence and dividend profile require source validation.
TVK.TO
TerraVest Industries
Plain dividend
Payout cadence and dividend profile require source validation.
NEO.TO
Neo Performance Materials
Plain dividend
Payout cadence and dividend profile require source validation.
TOT.TO
Total Energy Services
Plain dividend
Payout cadence and dividend profile require source validation.
RCD.TO
RBC Quant Canadian Dividend Leaders ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
RUD.TO
RBC Quant U.S. Dividend Leaders ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
RID.TO
RBC Quant EAFE Dividend Leaders ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
RPF.TO
RBC Canadian Preferred Share ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
RLB.TO
RBC 1-5 Year Laddered Canadian Bond ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
TTP.TO
TD Canadian Equity Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
TPU.TO
TD U.S. Equity Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
TPE.TO
TD International Equity Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
TQCD.TO
TD Q Canadian Dividend ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
TQGD.TO
TD Q Global Dividend ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
TGRO.TO
TD Growth ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
TBAL.TO
TD Balanced ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
TCNS.TO
TD Conservative ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VCIP.TO
Vanguard Conservative Income ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XINC.TO
iShares Core Income Balanced ETF Portfolio
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XGB.TO
iShares Core Canadian Government Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XRB.TO
iShares Canadian Real Return Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZGB.TO
BMO Government Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZRR.TO
BMO Real Return Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZMP.TO
BMO Mid Provincial Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZPL.TO
BMO Long Provincial Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZPS.TO
BMO Short Provincial Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZMU.TO
BMO Mid-Term US IG Corporate Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
CBUG.TO
iShares 0-3 Month U.S. Treasury Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XUSR.TO
iShares ESG Advanced MSCI USA Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XCSR.TO
iShares ESG Advanced MSCI Canada Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XDSR.TO
iShares ESG Advanced MSCI EAFE Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XEMC.TO
iShares MSCI Emerging Markets ex China Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VVL.TO
Vanguard Global Value Factor ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VVO.TO
Vanguard Global Momentum Factor ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VVC.TO
Vanguard Global Minimum Volatility ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
DXU.TO
Dynamic Active U.S. Dividend ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VSP.TO
Vanguard S&P 500 Index ETF CAD Hedged
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
VUS.TO
Vanguard U.S. Total Market Index ETF CAD Hedged
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
XID.TO
iShares India Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZID.TO
BMO India Equity Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZCH.TO
BMO China Equity Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZJPN.TO
BMO Japan Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZMT.TO
BMO Equal Weight Global Base Metals Hedged to CAD Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZGD.TO
BMO Equal Weight Global Gold Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
RIT.TO
CI Canadian REIT ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZWA.TO
BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
ZWEN.TO
BMO Covered Call Energy ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
DXG.TO
Dynamic Active Global Dividend ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
HUTE.TO
Harvest Equal Weight Global Utilities Enhanced Income ETF
Covered-call structure
Option strategy, distribution policy, and return-of-capital potential require source validation.
FPR.TO
CI Preferred Share ETF
Preferred share ETF
Preferred-share structure, rate sensitivity, distribution policy, and tax character require source validation.
DPR.TO
Desjardins Canadian Preferred Share Index ETF
Preferred share ETF
Preferred-share structure, rate sensitivity, distribution policy, and tax character require source validation.
MPR.TO
Mackenzie Canadian Preferred Share Index ETF
Preferred share ETF
Preferred-share structure, rate sensitivity, distribution policy, and tax character require source validation.
CVD.TO
iShares Convertible Bond Index ETF
ETF basket
Fund distribution cadence, tax character, and holdings exposure require source validation.
ZUP.TO
BMO US Preferred Share Index ETF
Preferred share ETF
Preferred-share structure, rate sensitivity, distribution policy, and tax character require source validation.
A
Agilent Technologies
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
ACN
Accenture
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
AJG
Arthur J. Gallagher
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
ALLE
Allegion
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
AME
AMETEK
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
AMP
Ameriprise Financial
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
AON
Aon
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
AOS
A. O. Smith
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
BAH
Booz Allen Hamilton
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
BALL
Ball
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
BAX
Baxter International
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
BBY
Best Buy
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
BEN
Franklin Resources
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
BG
Bunge Global
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
BKR
Baker Hughes
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
BRO
Brown & Brown
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CAG
Conagra Brands
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CARR
Carrier Global
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CFG
Citizens Financial Group
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CINF
Cincinnati Financial
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CMA
Comerica
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CNP
CenterPoint Energy
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
COF
Capital One Financial
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
COO
CooperCompanies
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CPB
Campbell's
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
CTRA
Coterra Energy
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
DOV
Dover
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
ECL
Ecolab
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
EMN
Eastman Chemical
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
EVRG
Evergy
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
EXPD
Expeditors International
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
FANG
Diamondback Energy
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
FITB
Fifth Third Bancorp
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
FMC
FMC
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
GL
Globe Life
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
HIG
Hartford Financial Services Group
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
HII
Huntington Ingalls Industries
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
HPE
Hewlett Packard Enterprise
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
IR
Ingersoll Rand
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
JCI
Johnson Controls International
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
LEN
Lennar
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
LYB
LyondellBasell Industries
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
MET
MetLife
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
MKTX
MarketAxess Holdings
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
MOS
Mosaic
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
MSI
Motorola Solutions
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
NDAQ
Nasdaq
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
NDSN
Nordson
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
NI
NiSource
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
NUE
Nucor
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
OMC
Omnicom Group
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
PKG
Packaging Corporation of America
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
PPG
PPG Industries
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
RF
Regions Financial
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
RHI
Robert Half
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
RJF
Raymond James Financial
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
SNA
Snap-on
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
STLD
Steel Dynamics
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
SYF
Synchrony Financial
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
TER
Teradyne
Plain dividend
Payout cadence and withholding-tax assumptions require source validation.
OBDC
Blue Owl Capital Corporation
Closed-end fund
BDC leverage, credit exposure, payout durability, and withholding-tax treatment require source validation.
BXSL
Blackstone Secured Lending Fund
Closed-end fund
BDC leverage, credit exposure, payout durability, and withholding-tax treatment require source validation.
FSK
FS KKR Capital
Closed-end fund
BDC leverage, credit exposure, payout durability, and withholding-tax treatment require source validation.
HTGC
Hercules Capital
Closed-end fund
BDC leverage, credit exposure, payout durability, and withholding-tax treatment require source validation.
GBDC
Golub Capital BDC
Closed-end fund
BDC leverage, credit exposure, payout durability, and withholding-tax treatment require source validation.
TSLX
Sixth Street Specialty Lending
Closed-end fund
BDC leverage, credit exposure, payout durability, and withholding-tax treatment require source validation.
NMFC
New Mountain Finance
Closed-end fund
BDC leverage, credit exposure, payout durability, and withholding-tax treatment require source validation.
CSWC
Capital Southwest
Closed-end fund
BDC leverage, credit exposure, payout durability, and withholding-tax treatment require source validation.
PFLT
PennantPark Floating Rate Capital
Closed-end fund
BDC leverage, credit exposure, payout durability, and withholding-tax treatment require source validation.
SLRC
SLR Investment
Closed-end fund
BDC leverage, credit exposure, payout durability, and withholding-tax treatment require source validation.
VEA
Vanguard FTSE Developed Markets ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
VWO
Vanguard FTSE Emerging Markets ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
VT
Vanguard Total World Stock ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
ITOT
iShares Core S&P Total U.S. Stock Market ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
EFA
iShares MSCI EAFE ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
EEM
iShares MSCI Emerging Markets ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
IEMG
iShares Core MSCI Emerging Markets ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
IEFA
iShares Core MSCI EAFE ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
SCHB
Schwab U.S. Broad Market ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
SCHX
Schwab U.S. Large-Cap ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
SCHG
Schwab U.S. Large-Cap Growth ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
SCHV
Schwab U.S. Large-Cap Value ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
SCHA
Schwab U.S. Small-Cap ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
SCHM
Schwab U.S. Mid-Cap ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
SCHZ
Schwab U.S. Aggregate Bond ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
SCHP
Schwab U.S. TIPS ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
SCHO
Schwab Short-Term U.S. Treasury ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
IWM
iShares Russell 2000 ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
IJR
iShares Core S&P Small-Cap ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
IJH
iShares Core S&P Mid-Cap ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
IWB
iShares Russell 1000 ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
IWD
iShares Russell 1000 Value ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
IWF
iShares Russell 1000 Growth ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
IWN
iShares Russell 2000 Value ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
IWO
iShares Russell 2000 Growth ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
IVE
iShares S&P 500 Value ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
IVW
iShares S&P 500 Growth ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
MDY
SPDR S&P MidCap 400 ETF Trust
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
VO
Vanguard Mid-Cap ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
VBR
Vanguard Small-Cap Value ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
VBK
Vanguard Small-Cap Growth ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
VOE
Vanguard Mid-Cap Value ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
VOT
Vanguard Mid-Cap Growth ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
BSV
Vanguard Short-Term Bond ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
BIV
Vanguard Intermediate-Term Bond ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
BLV
Vanguard Long-Term Bond ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
EDV
Vanguard Extended Duration Treasury ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
USHY
iShares Broad USD High Yield Corporate Bond ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
HYLB
Xtrackers USD High Yield Corporate Bond ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
SPHY
SPDR Portfolio High Yield Bond ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
ANGL
VanEck Fallen Angel High Yield Bond ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
RDVY
First Trust Rising Dividend Achievers ETF
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
DTD
WisdomTree U.S. Total Dividend Fund
ETF basket
Fund distribution cadence, tax character, fees, and holdings exposure require source validation.
PDI
PIMCO Dynamic Income Fund
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
PTY
PIMCO Corporate & Income Opportunity Fund
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
PDO
PIMCO Dynamic Income Opportunities Fund
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
GOF
Guggenheim Strategic Opportunities Fund
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
DSL
DoubleLine Income Solutions Fund
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
UTF
Cohen & Steers Infrastructure Fund
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
UTG
Reaves Utility Income Fund
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
RQI
Cohen & Steers Quality Income Realty Fund
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
RNP
Cohen & Steers REIT and Preferred and Income Fund
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
PDT
John Hancock Premium Dividend Fund
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
BME
BlackRock Health Sciences Trust
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
BST
BlackRock Science and Technology Trust
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
BSTZ
BlackRock Science and Technology Term Trust
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
EOS
Eaton Vance Enhanced Equity Income Fund II
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
Closed-end fund
Closed-end fund leverage, discount or premium, tax character, and distribution policy require source validation.
QQQY
Defiance Nasdaq 100 Enhanced Options Income ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
JEPY
Defiance S&P 500 Enhanced Options Income ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
MSTY
YieldMax MSTR Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
NFLY
YieldMax NFLX Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
GOOY
YieldMax GOOGL Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
DISO
YieldMax DIS Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
XOMO
YieldMax XOM Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
PYPY
YieldMax PYPL Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
JPMO
YieldMax JPM Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
AMDY
YieldMax AMD Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
YBIT
YieldMax Bitcoin Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
FIAT
YieldMax Short COIN Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
ULTY
YieldMax Ultra Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
DIPS
YieldMax Short NVDA Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
MRNY
YieldMax MRNA Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
TSLY
YieldMax TSLA Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
NVDY
YieldMax NVDA Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
CONY
YieldMax COIN Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
AMZY
YieldMax AMZN Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
APLY
YieldMax AAPL Option Income Strategy ETF
Covered-call structure
Option strategy, distribution policy, return-of-capital potential, and withholding-tax assumptions require source validation.
RHP
Ryman Hospitality Properties
REIT distribution
U.S. REIT distribution profile, property exposure, leverage, and withholding-tax assumptions require source validation.
HIW
Highwoods Properties
REIT distribution
U.S. REIT distribution profile, property exposure, leverage, and withholding-tax assumptions require source validation.
CUZ
Cousins Properties
REIT distribution
U.S. REIT distribution profile, property exposure, leverage, and withholding-tax assumptions require source validation.
DEI
Douglas Emmett
REIT distribution
U.S. REIT distribution profile, property exposure, leverage, and withholding-tax assumptions require source validation.
IIPR
Innovative Industrial Properties
REIT distribution
U.S. REIT distribution profile, property exposure, leverage, and withholding-tax assumptions require source validation.
LXP
LXP Industrial Trust
REIT distribution
U.S. REIT distribution profile, property exposure, leverage, and withholding-tax assumptions require source validation.
MPW
Medical Properties Trust
REIT distribution
U.S. REIT distribution profile, property exposure, leverage, and withholding-tax assumptions require source validation.
NSA
National Storage Affiliates Trust
REIT distribution
U.S. REIT distribution profile, property exposure, leverage, and withholding-tax assumptions require source validation.
SLG
SL Green Realty
REIT distribution
U.S. REIT distribution profile, property exposure, leverage, and withholding-tax assumptions require source validation.
PK
Park Hotels & Resorts
REIT distribution
U.S. REIT distribution profile, property exposure, leverage, and withholding-tax assumptions require source validation.
Start with structure
Choose your income structure
Pick the wrapper first, then move into cadence, DRIP, tax, and comparison checks.
Company income
Dividend Companies
Traditional dividend-paying companies, usually quarterly, often eligible dividends.
Dividend CalculatorFund basket
ETFs and Income Funds
Diversified baskets that may pay monthly or quarterly distributions.
Dividend Income CalendarTrust distribution
REITs
Real estate investment trusts that often pay distributions with specific tax treatment.
Dividend CalculatorOption overlay
Covered-Call / Enhanced-Income
Higher-distribution strategies with option overlays or enhanced yield structures.
Dividend Compare EngineStructure review
Split-Share / Structure-Sensitive
High cash-flow structures that require extra review before relying on distributions.
DRIP Engine SimulatorResearch queue
New Income Listings to Research
Recently launched or newly income-relevant holdings with limited payout history.
Dividend Compare EngineResearch lens
Prospyr research lenses
A ticker is only the starting point. These proprietary income-first lenses keep timing, durability, tax character, sustainability, comparison fit, and structure risk in view.
Income timing
Use payout cadence to see whether a holding helps smooth monthly cash flow or creates gaps.
DRIP durability
Check whether distributions can realistically keep reinvesting when prices and payout amounts move.
Tax treatment
Separate eligible dividends, foreign dividends, REIT distributions, return of capital, withholding tax, and mixed fund payouts.
Payout sustainability
Treat the ticker as the starting point, then review payout coverage, cash flow, leverage, and policy changes.
Compare before relying
Compare structure, cadence, tax character, and planning fit before using a holding inside an income plan.
Structure review
Look through covered-call, split-share, closed-end, and preferred-share structures before trusting the headline payout.
Next step
Which calculator should I use?
Each route turns a static holding idea into a specific planning check.
Dividend Income Calendar
Map income timing
Use when payout cadence and month-by-month coverage matter.
Open calendarDividend Calculator
Run dividend calculation
Use for income, tax, withholding, and yield-on-cost math.
Run calculationDividend Compare Engine
Compare two holdings
Use before leaning on a higher distribution or different structure.
Compare holdingsDRIP Engine Simulator
Test DRIP durability
Use when reinvestment coverage and price creep matter.
Test durabilityPortfolio Conversion Tool
Plan a conversion
Use when shifting capital from growth, property, or cash into income.
Plan conversionLexicon
Learn the terms
Methodology
About the data
The library is static and curated by Prospyr. It is not a complete list of every income-paying security in Canada or the United States. It is a curated Canadian investor research starting point focused on holdings that commonly raise income-planning, DRIP, tax, withholding, currency, or payout-structure questions.
Prospyr controls inclusion, category, listing-region labels, Canadian investor notes, structure notes, research framing, and tool handoffs. Payouts, yields, distribution policies, fund structures, withholding tax, and tax treatment can change, so issuer materials remain the source to verify before relying on any holding.
This library is a static educational reference, not a recommendation to buy, sell, or hold any security. Market data may enrich Prospyr-selected tickers, but it does not decide what belongs in the library. Always verify details with the issuer before making investment decisions. This is informational only, not licensed financial advice.
Run your own numbers
Turn a ticker list into an income plan
Use Prospyr's income calendar, DRIP simulator, and compare engine to test cadence, reinvestment durability, payout structure, and tax considerations before a holding becomes part of your plan.