U.S. Capital Wealth Advisors, LLC
Position in AFB — Alliancebernstein National Municipal Income Fund
CIK 1808915
AUSTIN, TX
Position in AFB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$109,176
-$1,328 QoQ
Shares Held
10,213
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AFB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $56,886,307 across 43 Asset Management names. AFB ranks #41 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
139,128 | $7,368,218 | |
| 2 | FSK |
FS KKR Capital Corp
|
607,341 | $6,182,731 | |
| 3 | BX |
Blackstone Inc.
|
44,007 | $5,060,364 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
232,987 | $3,986,407 | |
| 5 | GOF |
Guggenheim Strategic Opportunities Fund
|
316,813 | $3,491,279 | |
| 6 | ARCC |
Ares Capital Corp
|
167,997 | $3,027,305 | |
| 7 | RMM |
RiverNorth Managed Duration Municipal Income Fund, Inc.
|
179,728 | $2,449,692 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
217,795 | $2,408,812 |
All Filings in AFB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,176 | 10,213 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $110,504 | 10,213 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $120,098 | 11,069 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $114,018 | 11,059 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $119,992 | 11,049 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||