PWMAI
MDST

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q4 		– Sell
-27,723
Closed -$713K – 501
2024
Q3 		$713K Buy
27,723
+540
+2% +$13.8K 0.37% 40
2024
Q2 		$687K Buy
+27,183
New +$677K 0.39% 35

Other funds holding MDST

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MDST Position: Q4 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Westwood Salient Enhanced Midstream Income ETF (MDST) in Q4 2024, closing a stake of 27,723 shares — an estimated $713K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MDST in Q2 2024 and held it in 2 quarters. The position peaked at $713K in Q3 2024. 8 funds tracked by Wall St. Rank hold MDST as of Q4 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Westwood Salient Enhanced Midstream Income ETF position as of Q4 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 27,723 Westwood Salient Enhanced Midstream Income ETF shares in Q4 2024, an estimated $713K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q2 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Westwood Salient Enhanced Midstream Income ETF position peaked at $713K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q4 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2024, filed 7 Aug 2026.