Envestnet Asset Management
MDST

Envestnet Asset Management’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

Envestnet Asset 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 		$275K Sell
9,535
-396
-4% -$11.5K ﹤0.01% 4480
2026
Q1 		$284K Buy
+9,931
New +$277K ﹤0.01% 4306

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

Envestnet Asset Management's MDST Position: Q2 2026 in Review

Envestnet Asset Management reduced its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 4% in Q2 2026, selling an estimated $11.5K and leaving 9,535 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #4480.

Envestnet Asset Management first reported a position in MDST in Q1 2026 and has held it in 2 quarters since. The position peaked at $284K in Q1 2026. 37 funds tracked by Wall St. Rank hold MDST as of Q2 2026.

  • Envestnet Asset Management held 9,535 shares of Westwood Salient Enhanced Midstream Income ETF worth $275K as of Q2 2026.
  • Envestnet Asset Management sold 396 Westwood Salient Enhanced Midstream Income ETF shares in Q2 2026, an estimated $11.5K.
  • Westwood Salient Enhanced Midstream Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4480 holding.
  • Envestnet Asset Management first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Envestnet Asset Management's Westwood Salient Enhanced Midstream Income ETF position peaked at $284K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q2 2026.

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