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OneDigital Investment Advisors’s Nuveen Municipal Income NMI Stock Holding History

OneDigital Investment Advisors’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$409K Buy
37,115
+352
+1% +$3.75K ﹤0.01% 1130
2026
Q1 		$384K Buy
36,763
+6,146
+20% +$61.6K ﹤0.01% 1060
2025
Q4 		$304K Buy
30,617
+4,870
+19% +$48.7K ﹤0.01% 1199
2025
Q3 		$255K Buy
25,747
+258
+1% +$2.55K ﹤0.01% 1283
2025
Q2 		$256K Buy
25,489
+256
+1% +$2.5K ﹤0.01% 1251
2025
Q1 		$248K Buy
25,233
+2,684
+12% +$26.2K ﹤0.01% 1212
2024
Q4 		$212K Buy
22,549
+299
+1% +$2.89K ﹤0.01% 1305
2024
Q3 		$223K Buy
22,250
+9,925
+81% +$100K ﹤0.01% 1306
2024
Q2 		$121K Buy
12,325
+106
+0.9% +$992 ﹤0.01% 1318
2024
Q1 		$115K Buy
+12,219
New +$114K ﹤0.01% 1053
2022
Q4 		– Sell
-20,289
Closed -$176K – 842
2022
Q3 		$176K Sell
20,289
-720
-3% -$6.67K 0.01% 717
2022
Q2 		$195K Buy
21,009
+168
+0.8% +$1.59K 0.01% 662
2022
Q1 		$209K Buy
20,841
+154
+0.7% +$1.63K 0.01% 696
2021
Q4 		$237K Buy
20,687
+146
+0.7% +$1.71K 0.01% 668
2021
Q3 		$246K Buy
20,541
+159
+0.8% +$1.89K 0.01% 621
2021
Q2 		$241K Buy
20,382
+174
+0.9% +$2.02K 0.01% 619
2021
Q1 		$231K Buy
+20,208
New +$230K 0.01% 574

Other funds holding NMI

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

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

OneDigital Investment Advisors increased its Nuveen Municipal Income (NMI) stake by 0.96% in Q2 2026, buying an estimated $3.75K and bringing the position to 37,115 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

OneDigital Investment Advisors first reported a position in NMI in Q1 2021 and has held it in 17 quarters since. 34 funds tracked by Wall St. Rank hold NMI as of Q2 2026.

  • OneDigital Investment Advisors held 37,115 shares of Nuveen Municipal Income worth $409K as of Q2 2026.
  • OneDigital Investment Advisors bought 352 Nuveen Municipal Income shares in Q2 2026, an estimated $3.75K.
  • Nuveen Municipal Income made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1130 holding.
  • OneDigital Investment Advisors first reported a position in Nuveen Municipal Income in Q1 2021 and has held it in 17 quarters since.
  • 34 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2026.

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