TIAA-CREF Individual & Institutional Services
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TIAA-CREF Individual & Institutional Services’s Invesco Large Cap Value ETF PWV Stock Holding History

TIAA-CREF Individual & Institutional Services’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29.6K Hold
388
– – ﹤0.01% 775
2026
Q2 		$29.4K Buy
+388
New +$28.5K ﹤0.01% 745

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
SPWM Advisors
SPWM Advisors Traverse City, Michigan $105M AUM 15.84% 1-Year Est. Return
Stratos Investment Management
Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's PWV Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services held its Invesco Large Cap Value ETF (PWV) position steady in Q3 2026 at 388 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

TIAA-CREF Individual & Institutional Services first reported a position in PWV in Q2 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 388 shares of Invesco Large Cap Value ETF worth $29.6K as of Q3 2026.
  • TIAA-CREF Individual & Institutional Services left its Invesco Large Cap Value ETF share count unchanged in Q3 2026.
  • Invesco Large Cap Value ETF made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #775 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Invesco Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.