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OneDigital Investment Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

OneDigital Investment Advisors’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.84M Buy
234,360
+784
+0.3% +$9.26K 0.02% 418
2026
Q1 		$2.69M Buy
233,576
+22,978
+11% +$276K 0.03% 403
2025
Q4 		$2.53M Sell
210,598
-28,073
-12% -$336K 0.02% 413
2025
Q3 		$2.79M Buy
238,671
+176
+0.1% +$2K 0.03% 363
2025
Q2 		$2.69M Buy
238,495
+183,518
+334% +$2.06M 0.03% 357
2025
Q1 		$633K Buy
54,977
+1,718
+3% +$20.2K 0.01% 769
2024
Q4 		$621K Sell
53,259
-1,051
-2% -$12.6K 0.01% 802
2024
Q3 		$672K Buy
54,310
+6,367
+13% +$76.4K 0.01% 813
2024
Q2 		$563K Sell
47,943
-105,578
-69% -$1.19M 0.01% 849
2024
Q1 		$1.76M Buy
153,521
+971
+0.6% +$11K 0.03% 369
2023
Q4 		$1.75M Sell
152,550
-31,390
-17% -$331K 0.03% 341
2023
Q3 		$1.87M Sell
183,940
-1,380
-0.7% -$15K 0.04% 293
2023
Q2 		$2.09M Buy
185,320
+8,793
+5% +$99K 0.05% 269
2023
Q1 		$2.04M Buy
176,527
+3,549
+2% +$41.1K 0.05% 272
2022
Q4 		$2.04M Buy
172,978
+2,525
+1% +$28.4K 0.06% 252
2022
Q3 		$1.88M Buy
170,453
+26,326
+18% +$328K 0.07% 197
2022
Q2 		$1.8M Buy
144,127
+9,291
+7% +$118K 0.08% 168
2022
Q1 		$1.8M Buy
134,836
+107,284
+389% +$1.54M 0.07% 180
2021
Q4 		$444K Buy
27,552
+6,219
+29% +$97.4K 0.02% 484
2021
Q3 		$333K Buy
21,333
+1,779
+9% +$28.8K 0.01% 547
2021
Q2 		$313K Buy
19,554
+2,562
+15% +$39.8K 0.01% 540
2021
Q1 		$257K Buy
+16,992
New +$256K 0.01% 550
2018
Q3 		– Sell
-125
Closed -$2K – 1132
2018
Q2 		$2K Hold
125
– – ﹤0.01% 1261
2018
Q1 		$2K Hold
125
– – ﹤0.01% 1254
2017
Q4 		$2K Hold
125
– – ﹤0.01% 1178
2017
Q3 		$2K Hold
125
– – ﹤0.01% 983
2017
Q2 		$2K Buy
+125
New +$1.74K ﹤0.01% 1167

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

OneDigital Investment Advisors's NAD Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Nuveen Quality Municipal Income Fund (NAD) stake by 0.34% in Q2 2026, buying an estimated $9.26K and bringing the position to 234,360 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #418.

OneDigital Investment Advisors first reported a position in NAD in Q2 2017 and has held it in 27 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • OneDigital Investment Advisors held 234,360 shares of Nuveen Quality Municipal Income Fund worth $2.84M as of Q2 2026.
  • OneDigital Investment Advisors bought 784 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $9.26K.
  • Nuveen Quality Municipal Income Fund made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #418 holding.
  • OneDigital Investment Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q2 2017 and has held it in 27 quarters since.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.