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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
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 $208B AUM 16.12% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OneDigital Investment Advisors's NMI Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Nuveen Municipal Income (NMI) stake by 20% in Q1 2026, buying an estimated $61.6K and bringing the position to 36,763 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

OneDigital Investment Advisors first reported a position in NMI in Q1 2021 and has held it in 16 quarters since. 34 funds tracked by Wall St. Rank hold NMI as of Q1 2026.

  • OneDigital Investment Advisors held 36,763 shares of Nuveen Municipal Income worth $384K as of Q1 2026.
  • OneDigital Investment Advisors bought 6,146 Nuveen Municipal Income shares in Q1 2026, an estimated $61.6K.
  • Nuveen Municipal Income made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1060 holding.
  • OneDigital Investment Advisors first reported a position in Nuveen Municipal Income in Q1 2021 and has held it in 16 quarters since.
  • 34 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.