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
Q2 		$3.17M Buy
49,378
+4,549
+10% +$241K ﹤0.01% 1739
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 $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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
XC
XY Capital Central, Hong Kong $104M AUM 8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Personalized Indexing Management
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Creative Planning's IMOS Position: Q2 2026 in Review

Creative Planning increased its ChipMOS TECHNOLOGIES (IMOS) stake by 10% in Q2 2026, buying an estimated $241K and bringing the position to 49,378 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Creative Planning first reported a position in IMOS in Q1 2014 and has held it in 19 quarters since. 92 funds tracked by Wall St. Rank hold IMOS as of Q2 2026.

  • Creative Planning held 49,378 shares of ChipMOS TECHNOLOGIES worth $3.17M as of Q2 2026.
  • Creative Planning bought 4,549 ChipMOS TECHNOLOGIES shares in Q2 2026, an estimated $241K.
  • ChipMOS TECHNOLOGIES made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1739 holding.
  • Creative Planning first reported a position in ChipMOS TECHNOLOGIES in Q1 2014 and has held it in 19 quarters since.
  • 92 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.