Plancorp LLC
RMI icon

Plancorp LLC’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Plancorp LLC’s Portfolio RMI Stock Details RMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$299K Hold
21,069
– – 0.01% 358
2026
Q2 		$330K Hold
21,069
– – 0.01% 313
2026
Q1 		$329K Hold
21,069
– – 0.01% 273
2025
Q4 		$301K Hold
21,069
– – 0.01% 286
2025
Q3 		$308K Buy
+21,069
New +$299K 0.01% 294

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Concurrent Investment Advisors
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
River Street Advisors
River Street Advisors Aurora, Illinois $324M AUM 20.08% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Plancorp LLC's RMI Position: Q3 2026 in Review

Plancorp LLC held its RiverNorth Opportunistic Municipal Income Fund (RMI) position steady in Q3 2026 at 21,069 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #358.

Plancorp LLC first reported a position in RMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $330K in Q2 2026. 10 funds tracked by Wall St. Rank hold RMI as of Q3 2026.

  • Plancorp LLC held 21,069 shares of RiverNorth Opportunistic Municipal Income Fund worth $299K as of Q3 2026.
  • Plancorp LLC left its RiverNorth Opportunistic Municipal Income Fund share count unchanged in Q3 2026.
  • RiverNorth Opportunistic Municipal Income Fund made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #358 holding.
  • Plancorp LLC first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q3 2025 and has held it in 5 quarters since.
  • Plancorp LLC's RiverNorth Opportunistic Municipal Income Fund position peaked at $330K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.