EWA
IMOS

EverSource Wealth Advisors’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

EverSource Wealth Advisors’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 		$2.33K Sell
65
-220
-77% -$8.3K ﹤0.01% 3593
2025
Q4 		$8.44K Sell
285
-96
-25% -$2.39K ﹤0.01% 2881
2025
Q3 		$7.28K Sell
381
-71
-16% -$1.25K ﹤0.01% 2981
2025
Q2 		$8.19K Buy
452
+430
+1,955% +$7.61K ﹤0.01% 2944
2025
Q1 		$370 Hold
22
– – ﹤0.01% 3553
2024
Q4 		$414 Sell
22
-2,962
-99% -$61.5K ﹤0.01% 3257
2024
Q3 		$69.8K Sell
2,984
-306
-9% -$7.3K ﹤0.01% 924
2024
Q2 		$79K Buy
3,290
+350
+12% +$9.78K 0.01% 897
2024
Q1 		$82K Sell
2,940
-163
-5% -$4.64K 0.01% 787
2023
Q4 		$84.4K Sell
3,103
-147
-5% -$3.69K 0.01% 699
2023
Q3 		$74.9K Buy
3,250
+865
+36% +$20.1K 0.01% 670
2023
Q2 		$56.5K Sell
2,385
-1,688
-41% -$42.3K 0.01% 794
2023
Q1 		$102K Buy
4,073
+284
+7% +$6.65K 0.01% 541
2022
Q4 		$81.2K Sell
3,789
-749
-17% -$15.4K 0.01% 576
2022
Q3 		$84K Buy
4,538
+1,003
+28% +$22.6K 0.02% 481
2022
Q2 		$88K Buy
+3,535
New +$115K 0.02% 414

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

EverSource Wealth Advisors's IMOS Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its ChipMOS TECHNOLOGIES (IMOS) stake by 77% in Q1 2026, selling an estimated $8.3K and leaving 65 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3593.

EverSource Wealth Advisors first reported a position in IMOS in Q2 2022 and has held it in 16 quarters since. The position peaked at $102K in Q1 2023. 72 funds tracked by Wall St. Rank hold IMOS as of Q1 2026.

  • EverSource Wealth Advisors held 65 shares of ChipMOS TECHNOLOGIES worth $2.33K as of Q1 2026.
  • EverSource Wealth Advisors sold 220 ChipMOS TECHNOLOGIES shares in Q1 2026, an estimated $8.3K.
  • ChipMOS TECHNOLOGIES made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3593 holding.
  • EverSource Wealth Advisors first reported a position in ChipMOS TECHNOLOGIES in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's ChipMOS TECHNOLOGIES position peaked at $102K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.