CTA
MDST

Clear Trail Advisors’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

Clear Trail Advisors’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 		$1.81M Buy
62,639
+2,983
+5% +$86.3K 0.28% 75
2026
Q1 		$1.71M Buy
59,656
+33,655
+129% +$938K 0.28% 66
2025
Q4 		$687K Buy
+26,001
New +$678K 0.16% 74

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

Clear Trail Advisors's MDST Position: Q2 2026 in Review

Clear Trail Advisors increased its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 5% in Q2 2026, buying an estimated $86.3K and bringing the position to 62,639 shares worth $1.81M. The position accounts for 0.28% of the portfolio, ranked #75.

Clear Trail Advisors first reported a position in MDST in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold MDST as of Q2 2026.

  • Clear Trail Advisors held 62,639 shares of Westwood Salient Enhanced Midstream Income ETF worth $1.81M as of Q2 2026.
  • Clear Trail Advisors bought 2,983 Westwood Salient Enhanced Midstream Income ETF shares in Q2 2026, an estimated $86.3K.
  • Westwood Salient Enhanced Midstream Income ETF made up 0.28% of Clear Trail Advisors's portfolio in Q2 2026, its #75 holding.
  • Clear Trail Advisors first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.