Creative Planning
IMOS

Creative Planning’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

Creative Planning’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 		$1.6M Buy
44,829
+2,953
+7% +$111K ﹤0.01% 2081
2025
Q4 		$1.24M Sell
41,876
-949
-2% -$23.6K ﹤0.01% 2110
2025
Q3 		$818K Sell
42,825
-2,458
-5% -$43.3K ﹤0.01% 2307
2025
Q2 		$820K Buy
45,283
+15,150
+50% +$268K ﹤0.01% 2025
2025
Q1 		$507K Sell
30,133
-52
-0.2% -$990 ﹤0.01% 2274
2024
Q4 		$568K Buy
30,185
+3,391
+13% +$70.4K ﹤0.01% 2108
2024
Q3 		$627K Sell
26,794
-4,001
-13% -$95.4K ﹤0.01% 1909
2024
Q2 		$804K Buy
30,795
+382
+1% +$10.7K ﹤0.01% 1580
2024
Q1 		$956K Buy
30,413
+1,620
+6% +$46.1K ﹤0.01% 1368
2023
Q4 		$783K Buy
28,793
+3,484
+14% +$87.5K ﹤0.01% 1385
2023
Q3 		$583K Buy
25,309
+3,236
+15% +$75.2K ﹤0.01% 1466
2023
Q2 		$523K Buy
22,073
+4,315
+24% +$108K ﹤0.01% 1520
2023
Q1 		$446K Buy
17,758
+2,074
+13% +$48.5K ﹤0.01% 1540
2022
Q4 		$336K Buy
+15,684
New +$322K ﹤0.01% 1655
2017
Q3 		– Sell
-9
Closed – – 2760
2017
Q2 		$0 Hold
9
– – ﹤0.01% 4712
2017
Q1 		$0 Hold
9
– – ﹤0.01% 4774
2016
Q4 		$0 Buy
+9
New +$172 ﹤0.01% 4716
2014
Q2 		– Sell
-545
Closed -$13K – 3862
2014
Q1 		$13K Buy
+545
New +$12.5K ﹤0.01% 2623

Other funds holding IMOS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's IMOS Position: Q1 2026 in Review

Creative Planning increased its ChipMOS TECHNOLOGIES (IMOS) stake by 7.1% in Q1 2026, buying an estimated $111K and bringing the position to 44,829 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Creative Planning first reported a position in IMOS in Q1 2014 and has held it in 18 quarters since. 72 funds tracked by Wall St. Rank hold IMOS as of Q1 2026.

  • Creative Planning held 44,829 shares of ChipMOS TECHNOLOGIES worth $1.6M as of Q1 2026.
  • Creative Planning bought 2,953 ChipMOS TECHNOLOGIES shares in Q1 2026, an estimated $111K.
  • ChipMOS TECHNOLOGIES made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2081 holding.
  • Creative Planning first reported a position in ChipMOS TECHNOLOGIES in Q1 2014 and has held it in 18 quarters since.
  • 72 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.