Avidian Wealth Enterprises
MDST icon

Avidian Wealth Enterprises’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$326K Buy
11,886
+341
+3% +$10K 0.01% 587
2026
Q2 		$333K Sell
11,545
-592
-5% -$17.1K 0.01% 569
2026
Q1 		$347K Buy
12,137
+4,512
+59% +$126K 0.01% 521
2025
Q4 		$201K Hold
7,625
– – 0.01% 561
2025
Q3 		$204K Sell
7,625
-190
-2% -$5.08K 0.01% 559
2025
Q2 		$212K Sell
7,815
-39
-0.5% -$1.03K 0.01% 518
2025
Q1 		$218K Buy
+7,854
New +$217K 0.01% 489

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Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Miller Global Investments
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

Avidian Wealth Enterprises's MDST Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 3% in Q3 2026, buying an estimated $10K and bringing the position to 11,886 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #587.

Avidian Wealth Enterprises first reported a position in MDST in Q1 2025 and has held it in 7 quarters since. The position peaked at $347K in Q1 2026. 13 funds tracked by Wall St. Rank hold MDST as of Q3 2026.

  • Avidian Wealth Enterprises held 11,886 shares of Westwood Salient Enhanced Midstream Income ETF worth $326K as of Q3 2026.
  • Avidian Wealth Enterprises bought 341 Westwood Salient Enhanced Midstream Income ETF shares in Q3 2026, an estimated $10K.
  • Westwood Salient Enhanced Midstream Income ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #587 holding.
  • Avidian Wealth Enterprises first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q1 2025 and has held it in 7 quarters since.
  • Avidian Wealth Enterprises's Westwood Salient Enhanced Midstream Income ETF position peaked at $347K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.