AIMS SERIES PORTFOLIOS TR: institutional ownership and insider trading

2 funds reported holding $81.7M of SERIES PORTFOLIOS TR in their latest 13F filings; in Q2 2026 funds net sold $154K, with 1 new positions and 0 funds selling out.

Largest institutional holders of AIMS

  1. HALBERT HARGROVE GLOBAL ADVISORS, LLC — $81.7M
  2. UBS Group AG (UBS) — $2.33K

All AIMS 13F holders