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BOLTON SECURITIES CORPORATION’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$2.84M Sell
103,612
-5,289
-5% -$155K 0.11% 203
2026
Q2 		$3.14M Buy
108,901
+1,364
+1% +$39.5K 0.12% 191
2026
Q1 		$3.08M Buy
107,537
+26,755
+33% +$746K 0.15% 156
2025
Q4 		$2.13M Buy
80,782
+43,057
+114% +$1.12M 0.1% 221
2025
Q3 		$1.01M Buy
+37,725
New +$1.01M 0.05% 365

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North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Miller Global Investments
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MDST Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 4.9% in Q3 2026, selling an estimated $155K and leaving 103,612 shares worth $2.84M. The position accounts for 0.11% of the portfolio, ranked #203.

BOLTON SECURITIES CORPORATION first reported a position in MDST in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.14M in Q2 2026. 25 funds tracked by Wall St. Rank hold MDST as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 103,612 shares of Westwood Salient Enhanced Midstream Income ETF worth $2.84M as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 5,289 Westwood Salient Enhanced Midstream Income ETF shares in Q3 2026, an estimated $155K.
  • Westwood Salient Enhanced Midstream Income ETF made up 0.11% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #203 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q3 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Westwood Salient Enhanced Midstream Income ETF position peaked at $3.14M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.