Steward Partners Investment Advisory’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

Steward Partners Investment Advisory’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	$587K	Sell	20,516 -717	-3%	-$20K	﹤0.01%	1433
2025 Q4	$561K	Sell	21,233 -11,184	-35%	-$291K	﹤0.01%	1358
2025 Q3	$866K	Sell	32,417 -27,552	-46%	-$736K	0.01%	1114
2025 Q2	$1.62M	Sell	59,969 -3,181	-5%	-$84.3K	0.01%	788
2025 Q1	$1.76M	Buy	63,150 +24,560	+64%	+$679K	0.02%	699
2024 Q4	$1.05M	Buy	+38,590	New	+$1.04M	0.01%	854

Other funds holding MDST

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's MDST Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 3.4% in Q1 2026, selling an estimated $20K and leaving 20,516 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Steward Partners Investment Advisory first reported a position in MDST in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.76M in Q1 2025. 31 funds tracked by Wall St. Rank hold MDST as of Q1 2026.

Steward Partners Investment Advisory held 20,516 shares of Westwood Salient Enhanced Midstream Income ETF worth $587K as of Q1 2026.
Steward Partners Investment Advisory sold 717 Westwood Salient Enhanced Midstream Income ETF shares in Q1 2026, an estimated $20K.
Westwood Salient Enhanced Midstream Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1433 holding.
Steward Partners Investment Advisory first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q4 2024 and has held it in 6 quarters since.
Steward Partners Investment Advisory's Westwood Salient Enhanced Midstream Income ETF position peaked at $1.76M in Q1 2025.
31 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.