Plan A Wealth’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Plan A Wealth’s Portfolio AFB Stock Details AFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,571	Closed	-$136K	–	175
2025 Q3	$136K	Hold	12,571	–	–	0.07%	161
2025 Q2	$130K	Hold	12,571	–	–	0.07%	144
2025 Q1	$137K	Hold	12,571	–	–	0.11%	114
2024 Q4	$137K	Buy	+12,571	New	+$143K	0.13%	91

Other funds holding AFB

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KeyBank National Association

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return