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
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 $13.7B 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

Tandem Financial's MDST Position: Q1 2026 in Review

Tandem Financial opened a new position in Westwood Salient Enhanced Midstream Income ETF (MDST) in Q1 2026: 25,593 shares worth $738K. The stake represents 0.23% of the portfolio and ranks #60 among its holdings. This is a return to the name: Tandem Financial previously reported a position in MDST as recently as Q3 2025.

Tandem Financial first reported a position in MDST in Q3 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold MDST as of Q1 2026.

  • Tandem Financial held 25,593 shares of Westwood Salient Enhanced Midstream Income ETF worth $738K as of Q1 2026.
  • Westwood Salient Enhanced Midstream Income ETF was a new Tandem Financial position in Q1 2026.
  • Westwood Salient Enhanced Midstream Income ETF made up 0.23% of Tandem Financial's portfolio in Q1 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 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.