LPL Financial’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

LPL Financial’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	$34M	Buy	1,179,517 +77,216	+7%	+$2.23M	0.01%	1227
2026 Q1	$31.5M	Buy	1,102,301 +79,437	+8%	+$2.21M	0.01%	1163
2025 Q4	$27M	Buy	1,022,864 +175,670	+21%	+$4.58M	0.01%	1207
2025 Q3	$22.6M	Buy	847,194 +824,373	+3,612%	+$22M	0.01%	1284
2025 Q2	$618K	Buy	+22,821	New	+$604K	﹤0.01%	4197

Other funds holding MDST

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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 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 New York $65.2B AUM 31.44% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

LPL Financial's MDST Position: Q2 2026 in Review

LPL Financial increased its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 7% in Q2 2026, buying an estimated $2.23M and bringing the position to 1,179,517 shares worth $34M. The position accounts for 0.01% of the portfolio, ranked #1227.

LPL Financial first reported a position in MDST in Q2 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold MDST as of Q2 2026.

LPL Financial held 1,179,517 shares of Westwood Salient Enhanced Midstream Income ETF worth $34M as of Q2 2026.
LPL Financial bought 77,216 Westwood Salient Enhanced Midstream Income ETF shares in Q2 2026, an estimated $2.23M.
Westwood Salient Enhanced Midstream Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1227 holding.
LPL Financial first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q2 2025 and has held it in 5 quarters since.
37 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.