Plancorp LLC’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Plancorp LLC’s Portfolio NMCO Stock Details NMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,000	Closed	-$107K	–	396
2025 Q2	$107K	Hold	10,000	–	–	﹤0.01%	364
2025 Q1	$107K	Buy	+10,000	New	+$110K	﹤0.01%	350

Other funds holding NMCO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Plancorp LLC's NMCO Position: Q3 2025 in Review

Plancorp LLC sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q3 2025, closing a stake of 10,000 shares — an estimated $107K sold.

Plancorp LLC first reported a position in NMCO in Q1 2025 and held it in 2 quarters. The position peaked at $107K in Q2 2025. 59 funds tracked by Wall St. Rank hold NMCO as of Q3 2025.

Plancorp LLC reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Plancorp LLC sold 10,000 Nuveen Municipal Credit Opportunities Fund shares in Q3 2025, an estimated $107K.
Plancorp LLC first reported a position in Nuveen Municipal Credit Opportunities Fund in Q1 2025 and held it in 2 quarters.
Plancorp LLC's Nuveen Municipal Credit Opportunities Fund position peaked at $107K in Q2 2025.
59 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q3 2025.

Based on Plancorp LLC's 13F filing for Q3 2025, filed 15 Oct 2025.