DWM
IMOS

Dogwood Wealth Management’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

Dogwood Wealth Management’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 		$3.28K Hold
51
– – ﹤0.01% 585
2026
Q1 		$1.82K Buy
+51
New +$1.92K ﹤0.01% 655

Other funds holding IMOS

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Dogwood Wealth Management's IMOS Position: Q2 2026 in Review

Dogwood Wealth Management held its ChipMOS TECHNOLOGIES (IMOS) position steady in Q2 2026 at 51 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Dogwood Wealth Management first reported a position in IMOS in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold IMOS as of Q2 2026.

  • Dogwood Wealth Management held 51 shares of ChipMOS TECHNOLOGIES worth $3.28K as of Q2 2026.
  • Dogwood Wealth Management left its ChipMOS TECHNOLOGIES share count unchanged in Q2 2026.
  • ChipMOS TECHNOLOGIES made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #585 holding.
  • Dogwood Wealth Management first reported a position in ChipMOS TECHNOLOGIES in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.