LVW Advisors
IMOS icon

LVW Advisors’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

LVW 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
Q3 		$1.37M Buy
19,147
+249
+1% +$14.8K 0.12% 116
2026
Q2 		$1.21M Buy
18,898
+9,410
+99% +$498K 0.1% 117
2026
Q1 		$339K Buy
+9,488
New +$358K 0.03% 297

Other funds holding IMOS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

LVW Advisors's IMOS Position: Q3 2026 in Review

LVW Advisors increased its ChipMOS TECHNOLOGIES (IMOS) stake by 1.3% in Q3 2026, buying an estimated $14.8K and bringing the position to 19,147 shares worth $1.37M. The position accounts for 0.12% of the portfolio, ranked #116.

LVW Advisors first reported a position in IMOS in Q1 2026 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold IMOS as of Q3 2026.

  • LVW Advisors held 19,147 shares of ChipMOS TECHNOLOGIES worth $1.37M as of Q3 2026.
  • LVW Advisors bought 249 ChipMOS TECHNOLOGIES shares in Q3 2026, an estimated $14.8K.
  • ChipMOS TECHNOLOGIES made up 0.12% of LVW Advisors's portfolio in Q3 2026, its #116 holding.
  • LVW Advisors first reported a position in ChipMOS TECHNOLOGIES in Q1 2026 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.