AWM
MDST

AE Wealth Management’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

AE Wealth Management’s Portfolio MDST Stock Details MDST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-159
Closed -$4.55K – 2798
2026
Q1 		$4.55K Buy
+159
New +$4.43K ﹤0.01% 2387

Other funds holding MDST

WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's MDST Position: Q2 2026 in Review

AE Wealth Management sold out of Westwood Salient Enhanced Midstream Income ETF (MDST) in Q2 2026, closing a stake of 159 shares — an estimated $4.55K sold.

AE Wealth Management first reported a position in MDST in Q1 2026 and held it in 1 quarter. The position peaked at $4.55K in Q1 2026. 37 funds tracked by Wall St. Rank hold MDST as of Q2 2026.

  • AE Wealth Management reported no remaining Westwood Salient Enhanced Midstream Income ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 159 Westwood Salient Enhanced Midstream Income ETF shares in Q2 2026, an estimated $4.55K.
  • AE Wealth Management first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's Westwood Salient Enhanced Midstream Income ETF position peaked at $4.55K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.