PL
RMI

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
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

Other funds holding RMI

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Plancorp LLC's RMI Position: Q2 2026 in Review

Plancorp LLC held its RiverNorth Opportunistic Municipal Income Fund (RMI) position steady in Q2 2026 at 21,069 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #313.

Plancorp LLC first reported a position in RMI in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold RMI as of Q2 2026.

  • Plancorp LLC held 21,069 shares of RiverNorth Opportunistic Municipal Income Fund worth $330K as of Q2 2026.
  • Plancorp LLC left its RiverNorth Opportunistic Municipal Income Fund share count unchanged in Q2 2026.
  • RiverNorth Opportunistic Municipal Income Fund made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #313 holding.
  • Plancorp LLC first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.