Barry C. Wheeles, MBA

Co-Head of Market Growth & Strategic Alliances at Rareview Capital | Distribution | Partnerships | Advisor Engagement | AI + Digital Asset Fluency

[Barry C. Wheeles, MBA @RVCBarryW]

One of the MANY fantastic parts of this chat that really stands out to me is the gap between "seeing" a signal and doing something useful with it. Often many can identify the same setup.
The edge is testing for validity, managing the risk and then having the conviction to act.

[Rareview Capital @rareviewcapital]

How do professional investors actually use technical analysis?

Here’s a preview from our Founder and CIO @neilazous recent conversation on @TOT_podcast_ with @WaqarAsim10 .

Watch the clip here: https://t.co/7CqkIav27v

Full interview in the reply below. 👇

#Markets #Investing #TechnicalAnalysis

[Rareview Capital @rareviewcapital]

How much equity risk does a portfolio need?

Higher fixed-income yields may allow income-oriented portfolios to rely less on equities to meet spending needs.

The allocation should begin with client objectives, not a standard formula.

#FixedIncome #PortfolioConstruction

[Rareview Capital @rareviewcapital]

Already own digital AI?

Physical AI calls for a separate portfolio-fit review.

Assess overlap, commercial maturity and risk budget.

Explore the Tuttle-Rareview Humanoid Robotics ETF $HOID.

Fund details: https://t.co/XKOfEnR3iX

#HOID #Robotics #AI

[Rareview Capital @rareviewcapital]

October was a month of momentum at Rareview Capital.

An expanded wealth management division. A growing team.

We welcomed Andrew Liebaert, CFP®, as Head of Wealth Management, and Adam Saldana as Client Service / Operations Associate.

New ETF launches in October

Rareview Bloomberg Commodity Index ETF $BCOM — Broad, systematic commodity index exposure.

Tuttle - Rareview Humanoid Robotics ETF $HOID — An actively managed humanoid robotics strategy launched with Tuttle Capital Management.

Two distinct approaches expanding Rareview Capital's ETF lineup.

October also brought attention to RSEE's overall 5-Star Morningstar Rating as of 9/30/26*, alongside continued industry engagement and advisor education.

New capabilities. New strategies. Continued development.

https://t.co/LQBT7wzuRE

*Source: © 2026 Morningstar, Inc. All Rights Reserved.
The Rareview Systematic Equity ETF (RSEE) was rated 5 Stars by Morningstar as of September 30, 2026 in the US Fund Equity Hedged category.

#ETFs #WealthManagement #InvestmentManagement

[Rareview Capital @rareviewcapital]

Expanding investment capabilities doesn't always require expanding internal infrastructure.

Rareview Capital offers advisory firms resources for portfolio construction, manager research, risk oversight, and implementation, while they retain their client relationships.

The goal: broader investment capabilities without having to build every resource in-house.

Learn more about partnering with Rareview Capital: https://t.co/K76r9f9XIl

#FinancialAdvisors #PortfolioConstruction #InvestmentManagement #WealthManagement

[Rareview Capital @rareviewcapital]

Move commodities from a tactical trade to a structural portfolio allocation.

One framework is 60% equities, 30% fixed income and 10% commodities intended to add another potential source of diversification alongside stocks and bonds.

The Rareview Bloomberg Commodity Index ETF $BCOM seeks to provide a passive way to implement the commodity component through one ETF.

Fund details: https://t.co/pSN3PrOYCl

#BCOM #Commodity

[Rareview Capital @rareviewcapital]

Humanoid robotics is a global technology story, but countries are taking different paths toward commercialization:

As per the IFR, China targets humanoid mass production; U.S. and European firms attract funding.*

The Tuttle-Rareview Humanoid Robotics ETF $HOID may invest in eligible U.S. and international robot makers and technology suppliers.

Fund Details:https://t.co/rXLrWcGXrY

*Source: International Federation of Robotics, “Humanoid Robots: Vision and Reality,” August 14, 2025.

$HOID #Robotics

[Rareview Capital @rareviewcapital]

Morgan Stanley projected a humanoid robotics market above $5T by 2050, including supply chains and services.*

Physical AI connects software intelligence to real-world action. The opportunity may extend across computing, sensors, controls and hardware.

The Tuttle-Rareview Humanoid Robotics ETF $HOID evaluates companies across that value chain.

Explore HOID: https://t.co/rXLrWcGXrY

$HOID #AI #Robotics

*May 2025 forecast, not current revenue.
Source: Morgan Stanley Research, “Humanoids: A $5 Trillion Market,” May 14, 2025. Long-term projections are uncertain.

[Rareview Capital @rareviewcapital]

A strategic commodity allocation creates practical implementation questions:

Which commodities?

What weights?

When should they change?

The Rareview Bloomberg Commodity Index ETF $BCOM simplifies implementation with passive commodity exposure through one ETF.

Advisors can focus on how the allocation fits a portfolio rather than making individual commodity calls.

BCOM is Now Trading: https://t.co/pSN3PrPwrT

#BCOM

[Rareview Capital @rareviewcapital]

A robot demo is not proof of commercial economics.

The Tuttle-Rareview Humanoid Robotics ETF $HOID may consider producers and functional-prototype developers.

Their maturity matters.

See the fund approach: https://t.co/XKOfEnRB8v

#HOID #Robotics

[Rareview Capital @rareviewcapital]

AI can help a robot decide.

Hardware has to make it move.

That creates two investment lenses: the “Brains” and the “Body,” each with different paths to commercial revenue.

The Tuttle-Rareview Humanoid Robotics ETF $HOID evaluates both.

Explore HOID: https://t.co/rXLrWcGXrY

$HOI$

[Matthew Tuttle @TuttleCapital]

The Tuttle-Rareview Humanoid Robotics ETF ($HOID) is now trading on @CBOE.

We don’t just ask who makes the robot. We ask who makes it possible.

Brain. Blueprint. Muscle. Senses. Deployment.

✔ Roughly 30 to 50 stocks
✔ Actively managed
✔ Co-managed by Neil Azous of Rareview Capital (@RareviewCapital) and Matt Tuttle (@TuttleCapital)

Learn more: https://t.co/MvJrdI9aHk

Distributor: Foreside Fund Services, LLC

@neilazous | @rareviewcapital | @TuttleCapital | @TuttleCap | @Cboe

[Rareview Capital @rareviewcapital]

Rareview Capital is heading to NYC!

On October 22, Barry C. Wheeles, MBA @RVCBarryW, Co-Head of Market Growth & Strategic Alliances and @MichaelSedacca, Portfolio Manager at Rareview Capital will attend @Bloomberg 's Commodity Investor Forum on behalf of Rareview Capital, connecting with industry professionals and exploring the evolving role of commodities in portfolios.

With our recent Rareview Bloomberg Commodity Strategy - BCOM launch, we look forward to discussions on commodities and their potential role in what we believe is a diversified investment strategy.

Learn more about BCOM: https://t.co/K76r9f9XIl

#BCOM #Commodities #ETFs

[Barry C. Wheeles, MBA @RVCBarryW]

$HOID The investment opportunity in humanoid robotics is likely to be much broader than the finished machine. Chips, sensors, software, components and infrastructure all participate in the buildout. The value chain is where this theme gets particularly interesting. https://t.co/fisEayDiIj

[Rareview Capital @rareviewcapital]

The robot gets attention. Who earns the revenue?

Look beyond manufacturers to chips, software and components. Not every supplier will benefit.

The Tuttle-Rareview Humanoid Robotics ETF $HOID evaluates that value chain.

Explore HOID: https://t.co/XKOfEnRB8v

$HOID #Robotics

[Barry C. Wheeles, MBA @RVCBarryW]

$HOID The investment opportunity in humanoid robotics is likely to be much broader than the finished machine. Chips, sensors, software, components and infrastructure all participate in the buildout. The value chain is where this theme gets particularly interesting. https://t.co/fisEayDiIj

[Rareview Capital @rareviewcapital]

Rareview Capital’s Founder & Chief Investment Officer @neilazous and Chief Legal Macro Strategist @JohnNetto , Esq. will join Benjamin Edwards and @RaviTandon at AAML Nevada Chapter’s Raising the Bar event this Monday in Las Vegas.

They’ll discuss:

Using AI to Increase Law Firm Enterprise Value: What Nevada Practitioners Can Learn From Kirkland’s $500 Million AI Bet

📅 Oct. 19 | 6 PM

📍 @UNLV Boyd School of Law

🎓 1 hour CLE credit

Attorneys and legal professionals can RSVP here: https://t.co/qOPMV3PXeD

#RareviewCapital #AI #LegalIndustry #LasVegas

[ETF Growth HQ @ETFGrowthHQ]

Rareview Capital filed to list the Rareview Humanoid Robotics ETF $HOID on Cboe BZX on August 31. It has not started trading, and it is entering a theme that already has 3 funds answering the same question 3 different ways 👇

$HOID will be actively managed, and its prospectus requires at least 80% of net assets in companies deriving at least 50% of revenue from humanoid robotics manufacturing or its critical enabling technology. 0.75% expense ratio.

$KOID: Invests in 58 companies at index weights. Allient $ALNT leads at 2.58%, Teradyne $TER is 3rd at 2.38% and Nvidia $NVDA is 10th at 2.24%. 0.69% expense ratio

$HUMN: Invests in 47 companies, actively managed. Ubtech Robotics leads at 5.07%, nearly double $KOID's top weight, with Tesla $TSLA 3rd at 4.16%

$BOTT: Invests in 42 companies at 0.35%, the cheapest of the 3. Rainbow Robotics leads at 5.38% and Teradyne $TER is 2nd at 5.08%

$HOID has not disclosed a single holding yet, because its 80% revenue test has not been run against a real portfolio. 3 existing funds already draw the line around "humanoid robotics company" in 3 different places. A 4th just filed to draw it again.

@rareviewcapital

[Barry C. Wheeles, MBA @RVCBarryW]

$HOID
https://t.co/QUdIyfYj75

What an exciting time for innovation. Humanoid robotics has the potential to transform how we live and work, and we’re only beginning to see what’s possible.
@alexwg @PeterDiamandis @elonmusk @Tesla_Optimus

[Rareview Capital @rareviewcapital]

Digital AI changed software.

Physical AI could change how machines operate.

Introducing the Tuttle-Rareview Humanoid Robotics ETF (HOID), targeting robot makers and critical inputs.

Now trading.

Read the Press Release: https://t.co/ahEn11kXLh

Fund Details: https://t.co/rXLrWcGXrY

$HOID #Robotics

[Barry C. Wheeles, MBA @RVCBarryW]

@rareviewcapital $HOID
https://t.co/QUdIyfYj75

What an exciting time for innovation. Humanoid robotics has the potential to transform how we live and work, and we’re only beginning to see what’s possible.

[Barry C. Wheeles, MBA @RVCBarryW]

$BCOM “Coffee beats copper” predictions likely isn’t the optimal framing for most…a better path could be testing 60/30/10 against 60/40 and what that mix could look like going forward…

[Rareview Capital @rareviewcapital]

A strategic allocation gives commodities a defined portfolio role instead of treating them as a response to the latest forecast.

The conversation shifts from what may outperform next to how commodities may function alongside stocks and bonds.

Explore the Rareview Bloomberg Commodity Index ETF - BCOM: https://t.co/pSN3PrOYCl

#BCOM