Halbert Hargrove Global Advisors’s Acuitas Small Cap Active ETF AIMS Stock Holding History

Halbert Hargrove Global Advisors's AIMS Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Acuitas Small Cap Active ETF (AIMS) stake by 0.8% in Q3 2026, selling an estimated $688K and leaving 3,018,831 shares worth $81.7M. The position accounts for 3.57% of the portfolio, ranked #9.

Halbert Hargrove Global Advisors first reported a position in AIMS in Q1 2026 and has held it in 3 quarters since. The position peaked at $89.8M in Q2 2026. 1 fund tracked by Wall St. Rank holds AIMS as of Q3 2026.

• Halbert Hargrove Global Advisors held 3,018,831 shares of Acuitas Small Cap Active ETF worth $81.7M as of Q3 2026.
• Halbert Hargrove Global Advisors sold 24,479 Acuitas Small Cap Active ETF shares in Q3 2026, an estimated $688K.
• Acuitas Small Cap Active ETF made up 3.57% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #9 holding.
• Halbert Hargrove Global Advisors first reported a position in Acuitas Small Cap Active ETF in Q1 2026 and has held it in 3 quarters since.
• Halbert Hargrove Global Advisors's Acuitas Small Cap Active ETF position peaked at $89.8M in Q2 2026.
• 1 fund tracked by Wall St. Rank held Acuitas Small Cap Active ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.