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

Halbert Hargrove Global Advisors’s Portfolio AIMS Stock Details AIMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72.2M	Buy	+3,048,593	New	+$73.9M	3.48%	9

Halbert Hargrove Global Advisors's AIMS Position: Q1 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Acuitas Small Cap Active ETF (AIMS) in Q1 2026: 3,048,593 shares worth $72.2M. The stake represents 3.48% of the portfolio and ranks #9 among its holdings.

1 fund tracked by Wall St. Rank holds AIMS as of Q1 2026.

Halbert Hargrove Global Advisors held 3,048,593 shares of Acuitas Small Cap Active ETF worth $72.2M as of Q1 2026.
Acuitas Small Cap Active ETF was a new Halbert Hargrove Global Advisors position in Q1 2026.
Acuitas Small Cap Active ETF made up 3.48% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #9 holding.
1 fund tracked by Wall St. Rank held Acuitas Small Cap Active ETF as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.