PTC
MDST

Private Trust Company’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

Private Trust Company’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 		$20.9K Buy
726
+234
+48% +$6.77K ﹤0.01% 1764
2026
Q1 		$14.1K Hold
492
– – ﹤0.01% 1853
2025
Q4 		$13K Hold
492
– – ﹤0.01% 1843
2025
Q3 		$13.1K Buy
+492
New +$13.1K ﹤0.01% 1803

Other funds holding MDST

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
MGI
Miller Global Investments Dallas, Texas $121M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Private Trust Company's MDST Position: Q2 2026 in Review

Private Trust Company increased its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 48% in Q2 2026, buying an estimated $6.77K and bringing the position to 726 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Private Trust Company first reported a position in MDST in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold MDST as of Q2 2026.

  • Private Trust Company held 726 shares of Westwood Salient Enhanced Midstream Income ETF worth $20.9K as of Q2 2026.
  • Private Trust Company bought 234 Westwood Salient Enhanced Midstream Income ETF shares in Q2 2026, an estimated $6.77K.
  • Westwood Salient Enhanced Midstream Income ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1764 holding.
  • Private Trust Company first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.