U.S. Capital Wealth Advisors’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

U.S. Capital Wealth Advisors’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
2026 Q1	$109K	Hold	10,213	–	–	﹤0.01%	984
2025 Q4	$111K	Sell	10,213 -856	-8%	-$9.3K	﹤0.01%	961
2025 Q3	$120K	Buy	11,069 +10	+0.1%	+$104	﹤0.01%	918
2025 Q2	$114K	Buy	11,059 +10	+0.1%	+$103	﹤0.01%	868
2025 Q1	$120K	Buy	+11,049	New	+$122K	﹤0.01%	816

Other funds holding AFB

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

KIM

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

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

RCM

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

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 $12.9B AUM 27.3% 1-Year Est. Return

AAM

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

HWAM

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

U.S. Capital Wealth Advisors's AFB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its AllianceBernstein National Municipal Income Fund (AFB) position steady in Q1 2026 at 10,213 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

U.S. Capital Wealth Advisors first reported a position in AFB in Q1 2025 and has held it in 5 quarters since. The position peaked at $120K in Q3 2025. 91 funds tracked by Wall St. Rank hold AFB as of Q1 2026.

U.S. Capital Wealth Advisors held 10,213 shares of AllianceBernstein National Municipal Income Fund worth $109K as of Q1 2026.
U.S. Capital Wealth Advisors left its AllianceBernstein National Municipal Income Fund share count unchanged in Q1 2026.
AllianceBernstein National Municipal Income Fund made up ﹤0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #984 holding.
U.S. Capital Wealth Advisors first reported a position in AllianceBernstein National Municipal Income Fund in Q1 2025 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's AllianceBernstein National Municipal Income Fund position peaked at $120K in Q3 2025.
91 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.