OneDigital Investment Advisors LLC

Position in NAD — Nuveen Quality Municipal Income Fund

CIK 1690370 OVERLAND PARK, KS

Position in NAD

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,686,124

+$154,737 QoQ

Shares Held

233,576

+10.9% QoQ

Ownership

0.100%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

OneDigital Investment Advisors LLC holds $38,898,463 across 33 Asset Management names. NAD ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	39,911	$5,778,713
2	SII	Sprott Inc.	27,369	$3,911,030
3	PSLV	Sprott Physical Silver Trust	145,710	$3,553,866
4	BLK	BlackRock, Inc.	3,140	$3,019,769
5	NAD	Nuveen Quality Municipal Income Fund This page	233,576	$2,686,124
6	SPPP	Sprott Physical Platinum & Palladium Trust	133,306	$2,070,242
7	NAC	Nuveen California Quality Municipal Income Fund	170,888	$1,990,845
8	NMZ	Nuveen Municipal High Income Opportunity Fund	186,486	$1,935,724

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,686,124	233,576	+10.9%	Shares	Sole	2026-05-08
2025-12-31	$2,531,387	210,598	-11.8%	Shares	Sole	2026-02-13
2025-09-30	$2,790,063	238,671	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$2,692,608	238,495	+333.8%	Shares	Sole	2025-08-07
2025-03-31	$633,335	54,977	+3.2%	Shares	Sole	2025-04-29
2024-12-31	$620,999	53,259	-1.9%	Shares	Sole	2025-02-13
2024-09-30	$672,357	54,310	+13.3%	Shares	Sole	2024-11-06
2024-06-30	$562,850	47,943	-68.8%	Shares	Sole	2024-08-02
2024-03-31	$1,759,350	153,521	+0.6%	Shares	Sole	2024-05-10
2023-12-31	$1,746,697	152,550	-17.1%	Shares	Sole	2024-02-13
2023-09-30	$1,865,151	183,940	-0.7%	Shares	Sole	2023-11-14
2023-06-30	$2,088,556	185,320	+5.0%	Shares	Sole	2023-08-07
2023-03-31	$2,035,356	176,527	+2.1%	Shares	Sole	2023-05-10
2022-12-31	$2,041,140	172,978	+1.5%	Shares	Sole	2023-02-02
2022-09-30	$1,874,983	170,453	+18.3%	Shares	Sole	2022-11-08
2022-06-30	$1,797,263	144,127	+6.9%	Shares	Sole	2022-08-08
2022-03-31	$1,801,408	134,836	+389.4%	Shares	Sole	2022-05-05
2021-12-31	$443,862	27,552	+29.2%	Shares	Sole	2022-02-23
2021-09-30	$333,221	21,333	+9.1%	Shares	Sole	2021-11-05
2021-06-30	$313,059	19,554	+15.1%	Shares	Sole	2021-08-09
2021-03-31	$257,258	16,992	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.