Skip to main content
Equibles

OneDigital Investment Advisors LLC

Position in NAD — Nuveen Quality Municipal Income Fund

CIK 1690370 OVERLAND PARK, KS
Back to NAD Full portfolio

Position in NAD

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$2,840,443
+$154,319 QoQ
Shares Held
234,360
+0.3% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#34
of 285 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NAD Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $39,079,654 across 37 Asset Management names. NAD ranks #5 (7.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RJF
Raymond James Financial Inc
 39,704 $6,036,199
2 PSLV
Sprott Physical Silver Trust
 177,149 $3,342,801
3 BLK
BlackRock, Inc.
 3,292 $3,165,455
4 SII
Sprott Inc.
 26,538 $2,981,544
5 NAD
Nuveen Quality Municipal Income Fund
This page 		234,360 $2,840,443
6 NAC
Nuveen California Quality Municipal Income Fund
 177,723 $2,154,002
7 NMZ
Nuveen Municipal High Income Opportunity Fund
 187,628 $1,983,227
8 BX
Blackstone Inc.
 15,256 $1,795,173

All Filings in NAD

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,840,443 234,360
2026-03-31 $2,686,124 233,576
2025-12-31 $2,531,387 210,598
2025-09-30 $2,790,063 238,671
2025-06-30 $2,692,608 238,495
2025-03-31 $633,335 54,977
2024-12-31 $620,999 53,259
2024-09-30 $672,357 54,310
2024-06-30 $562,850 47,943
2024-03-31 $1,759,350 153,521
2023-12-31 $1,746,697 152,550
2023-09-30 $1,865,151 183,940
2023-06-30 $2,088,556 185,320
2023-03-31 $2,035,356 176,527
2022-12-31 $2,041,140 172,978
2022-09-30 $1,874,983 170,453
2022-06-30 $1,797,263 144,127
2022-03-31 $1,801,408 134,836
2021-12-31 $443,862 27,552
2021-09-30 $333,221 21,333
2021-06-30 $313,059 19,554
2021-03-31 $257,258 16,992