Carson Wealth (CWM LLC)
IMOS

Carson Wealth (CWM LLC)’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IMOS Stock Details IMOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.87K Buy
220
+120
+120% +$4.53K ﹤0.01% 4871
2025
Q4 		$3K Hold
100
– – ﹤0.01% 4984
2025
Q3 		$2K Hold
100
– – ﹤0.01% 5007
2025
Q2 		$2K Hold
100
– – ﹤0.01% 4887
2025
Q1 		$2K Hold
100
– – ﹤0.01% 4764
2024
Q4 		$2K Hold
100
– – ﹤0.01% 4547
2024
Q3 		$2K Hold
100
– – ﹤0.01% 4404
2024
Q2 		$3K Hold
100
– – ﹤0.01% 4079
2024
Q1 		$3K Hold
100
– – ﹤0.01% 3851
2023
Q4 		$3K Buy
+100
New +$2.51K ﹤0.01% 3704

Other funds holding IMOS

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IMOS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ChipMOS TECHNOLOGIES (IMOS) stake by 120% in Q1 2026, buying an estimated $4.53K and bringing the position to 220 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #4871.

Carson Wealth (CWM LLC) first reported a position in IMOS in Q4 2023 and has held it in 10 quarters since. 72 funds tracked by Wall St. Rank hold IMOS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 220 shares of ChipMOS TECHNOLOGIES worth $7.87K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 120 ChipMOS TECHNOLOGIES shares in Q1 2026, an estimated $4.53K.
  • ChipMOS TECHNOLOGIES made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4871 holding.
  • Carson Wealth (CWM LLC) first reported a position in ChipMOS TECHNOLOGIES in Q4 2023 and has held it in 10 quarters since.
  • 72 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.