AWE
MDST

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
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

Other funds holding MDST

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
MGI
Miller Global Investments Dallas, Texas $121M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Avidian Wealth Enterprises's MDST Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 4.9% in Q2 2026, selling an estimated $17.1K and leaving 11,545 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #569.

Avidian Wealth Enterprises first reported a position in MDST in Q1 2025 and has held it in 6 quarters since. The position peaked at $347K in Q1 2026. 17 funds tracked by Wall St. Rank hold MDST as of Q2 2026.

  • Avidian Wealth Enterprises held 11,545 shares of Westwood Salient Enhanced Midstream Income ETF worth $333K as of Q2 2026.
  • Avidian Wealth Enterprises sold 592 Westwood Salient Enhanced Midstream Income ETF shares in Q2 2026, an estimated $17.1K.
  • Westwood Salient Enhanced Midstream Income ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #569 holding.
  • Avidian Wealth Enterprises first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Avidian Wealth Enterprises's Westwood Salient Enhanced Midstream Income ETF position peaked at $347K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.