Silver Oak Securities
MDST icon

Silver Oak Securities’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

Silver Oak Securities’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 		$459K Buy
15,912
+1,244
+8% +$36K 0.03% 492
2026
Q1 		$420K Sell
14,668
-527
-3% -$14.7K 0.03% 488
2025
Q4 		$404K Sell
15,195
-1,811
-11% -$47.2K 0.03% 527
2025
Q3 		$454K Buy
+17,006
New +$454K 0.03% 459

Other funds holding MDST

Westwood Holdings Group
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
North Star Investment Management
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
Chicago Partners Investment Group
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 $124M AUM 25.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Silver Oak Securities's MDST Position: Q2 2026 in Review

Silver Oak Securities increased its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 8.5% in Q2 2026, buying an estimated $36K and bringing the position to 15,912 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #492.

Silver Oak Securities first reported a position in MDST in Q3 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold MDST as of Q2 2026.

  • Silver Oak Securities held 15,912 shares of Westwood Salient Enhanced Midstream Income ETF worth $459K as of Q2 2026.
  • Silver Oak Securities bought 1,244 Westwood Salient Enhanced Midstream Income ETF shares in Q2 2026, an estimated $36K.
  • Westwood Salient Enhanced Midstream Income ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #492 holding.
  • Silver Oak Securities first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.