Pension & Wealth Management Advisors’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

Pension & Wealth Management 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
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 $13.3B AUM 29.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Pension & Wealth Management Advisors's MDST Position: Q4 2024 in Review

Pension & Wealth Management Advisors 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 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 reported no remaining Westwood Salient Enhanced Midstream Income ETF position as of Q4 2024 after selling out during the quarter.
Pension & Wealth Management Advisors sold 27,723 Westwood Salient Enhanced Midstream Income ETF shares in Q4 2024, an estimated $713K.
Pension & Wealth Management Advisors first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q2 2024 and held it in 2 quarters.
Pension & Wealth Management Advisors'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's 13F filing for Q4 2024, filed 7 Aug 2026.