SOS
MDST

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
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

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silver Oak Securities's MDST Position: Q1 2026 in Review

Silver Oak Securities reduced its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 3.5% in Q1 2026, selling an estimated $14.7K and leaving 14,668 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #488.

Silver Oak Securities first reported a position in MDST in Q3 2025 and has held it in 3 quarters since. The position peaked at $454K in Q3 2025. 31 funds tracked by Wall St. Rank hold MDST as of Q1 2026.

  • Silver Oak Securities held 14,668 shares of Westwood Salient Enhanced Midstream Income ETF worth $420K as of Q1 2026.
  • Silver Oak Securities sold 527 Westwood Salient Enhanced Midstream Income ETF shares in Q1 2026, an estimated $14.7K.
  • Westwood Salient Enhanced Midstream Income ETF made up 0.03% of Silver Oak Securities's portfolio in Q1 2026, its #488 holding.
  • Silver Oak Securities first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Silver Oak Securities's Westwood Salient Enhanced Midstream Income ETF position peaked at $454K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.