TF
MDST

Tandem Financial’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

Tandem Financial’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 		$729K Sell
25,103
-490
-2% -$14.2K 0.22% 60
2026
Q1 		$738K Buy
+25,593
New +$714K 0.23% 60
2025
Q4 		– Sell
-7,623
Closed -$204K – 95
2025
Q3 		$204K Buy
+7,623
New +$204K 0.08% 88

Other funds holding MDST

WHG
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
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
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

Tandem Financial's MDST Position: Q2 2026 in Review

Tandem Financial reduced its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 1.9% in Q2 2026, selling an estimated $14.2K and leaving 25,103 shares worth $729K. The position accounts for 0.22% of the portfolio, ranked #60.

Tandem Financial first reported a position in MDST in Q3 2025 and has held it in 3 quarters since. The position peaked at $738K in Q1 2026. 37 funds tracked by Wall St. Rank hold MDST as of Q2 2026.

  • Tandem Financial held 25,103 shares of Westwood Salient Enhanced Midstream Income ETF worth $729K as of Q2 2026.
  • Tandem Financial sold 490 Westwood Salient Enhanced Midstream Income ETF shares in Q2 2026, an estimated $14.2K.
  • Westwood Salient Enhanced Midstream Income ETF made up 0.22% of Tandem Financial's portfolio in Q2 2026, its #60 holding.
  • Tandem Financial first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Tandem Financial's Westwood Salient Enhanced Midstream Income ETF position peaked at $738K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.