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 Q2	$89.8M	Sell	3,043,310 -5,283	-0.2%	-$142K	3.88%	9
2026 Q1	$72.2M	Buy	+3,048,593	New	+$73.9M	3.48%	9

Other funds holding AIMS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Halbert Hargrove Global Advisors's AIMS Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Acuitas Small Cap Active ETF (AIMS) stake by 0.17% in Q2 2026, selling an estimated $142K and leaving 3,043,310 shares worth $89.8M. The position accounts for 3.88% of the portfolio, ranked #9.

Halbert Hargrove Global Advisors first reported a position in AIMS in Q1 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold AIMS as of Q2 2026.

Halbert Hargrove Global Advisors held 3,043,310 shares of Acuitas Small Cap Active ETF worth $89.8M as of Q2 2026.
Halbert Hargrove Global Advisors sold 5,283 Acuitas Small Cap Active ETF shares in Q2 2026, an estimated $142K.
Acuitas Small Cap Active ETF made up 3.88% of Halbert Hargrove Global Advisors's portfolio in Q2 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 2 quarters since.
2 funds tracked by Wall St. Rank held Acuitas Small Cap Active ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.