Barry C. Wheeles, MBA retweeted
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: rareviewcapital.com/humanoid…
$HOI$
Barry C. Wheeles, MBA retweeted
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: RareviewCapital.com
Distributor: Foreside Fund Services, LLC
@neilazous | @rareviewcapital | @TuttleCapital | @TuttleCap | @Cboe
Barry C. Wheeles, MBA retweeted
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: rareviewcapital.com
#BCOM #Commodities #ETFs
Barry C. Wheeles, MBA retweeted
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: bit.ly/OctoberRTB
#RareviewCapital #AI #LegalIndustry #LasVegas
Barry C. Wheeles, MBA retweeted
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 retweeted
Expanding your firm’s investment capabilities doesn’t have to mean building everything in-house.
A partnership with Rareview Capital provides access to portfolio construction, manager research, risk oversight and implementation, while you maintain the client relationship.
rareviewcapital.com
#FinancialAdvisors #PortfolioConstruction
Barry C. Wheeles, MBA retweeted
🚀 New commodity ETF listing tomorrow Oct 2
• Rareview Bloomberg Commodity Index ETF | $BCOM
Fee: 0.49% after 0.96% waiver until 28 Jan 2028
Website:
rareviewcapital.com/rareview…
Prospectus:
sec.gov/Archives/edgar/data/…
#ETF #Cboe @rareviewcapital
Barry C. Wheeles, MBA retweeted
🌍 COMMODITIES ARE GETTING A NEW ETF Launching today, Oct. 2:
Rareview Bloomberg Commodity Index ETF
$BCOM
📊 Tracks the Bloomberg Commodity Index
💰 0.49% fee after waiver
⏳ 0.96% fee waived through Jan. 28, 2028
A new way to get broad commodity exposure in an ETF wrapper.
Barry C. Wheeles, MBA retweeted
For clients with appreciated portfolios, diversification may be only part of the challenge. How they transition matters too.
A Section 351 exchange is one structure advisors may want to understand when evaluating options for qualifying portfolios.
See how it works:
rareviewcapital.com/351-exch…
#Section351 #FinancialAdvisors #ETF
Barry C. Wheeles, MBA retweeted
The AI investment cycle is getting more capital intensive.
That creates opportunities, but also raises an important question: Who is benefiting economically from all that spending, and who is funding it?
Rareview Capital's Founder and CIO @neilazous shares his perspective.
#AI #Markets #Investing
Barry C. Wheeles, MBA retweeted
Better portfolio decisions often begin with better questions.
How has the strategy behaved during market stress?
How difficult were the recoveries?
What role does it play in the portfolio?
Those questions helped shape $RSEE.
View Fund Details: rareviewcapital.com/systemat…
Important Disclosures: rareviewcapital.com/disclosu…
#FinancialAdvisors
Barry C. Wheeles, MBA retweeted
A strong economy and an attractive market aren't necessarily the same thing.
In this week's commentary, @neilazous discusses why investors need to consider both the strength of the fundamentals and how much optimism is already reflected in asset prices.
WATCH VIDEO 👇
#MarketCommentary #FinancialAdvisors
Barry C. Wheeles, MBA retweeted
Sometimes the portfolio a new client brings you isn't the portfolio you would build today.
For eligible appreciated portfolios, a Section 351 Exchange can provide another tool for navigating the transition while potentially preserving tax deferral, subject to applicable requirements.
Learn more:
rareviewcapital.com/transiti…
#351Exchange #FinancialAdvisors #TaxPlanning
Barry C. Wheeles, MBA retweeted
Passive investing seeks to track the market.
That also means participating in every drawdown.
$RSEE takes a different approach with an actively managed, systematic investment process designed to adapt as markets evolve.
View Fund Details: rareviewcapital.com/systemat…
Important Disclosures: rareviewcapital.com/disclosu…
#ActiveManagement
Barry C. Wheeles, MBA retweeted
Portfolio management works as a system.
Investment policy, asset allocation, manager due diligence, risk oversight, monitoring and governance each play a role in keeping portfolio decisions aligned with institutional objectives.
Connected decisions. Aligned objectives.
Explore Rareview Capital’s approach: rareviewcapital.com
#InstitutionalInvesting #PortfolioManagement
Barry C. Wheeles, MBA retweeted
Growth adds complexity to an advisory practice. It doesn't have to add complexity to the investment process.
Outside investment expertise can help firms scale their capabilities while advisors remain at the center of the client relationship.
Learn how Rareview Capital can help: rareviewcapital.com/tamp/
#FinancialAdvisors #AdvisorGrowth #PortfolioManagement
Barry C. Wheeles, MBA retweeted
Markets change.
Fixed-income opportunities change.
Should your bond allocation remain exactly the same?
$RDFI was built to actively evaluate opportunities across the fixed-income market.
Explore the Rareview Capital Dynamic Fixed Income ETF - RDFI: rareviewcapital.com/dynamic-…
Important Disclosures: rareviewcapital.com/disclosu…
#ETF #FixedIncome
Barry C. Wheeles, MBA retweeted
Some of the hardest portfolios to diversify are the ones that have performed the best.
For advisors managing concentrated, highly appreciated positions, a Section 351 Exchange may provide another path to diversification while potentially preserving tax deferral, subject to applicable requirements.
Learn more: rareviewcapital.com/transiti…
#351Exchange #FinancialAdvisors
Barry C. Wheeles, MBA retweeted
Compounding isn't only about capturing gains.
It's also about managing losses.
Reducing the depth of drawdowns can improve the starting point for future compounding.
That's a core principle behind $RSEE.
View Fund Details: rareviewcapital.com/systemat…
Important Disclosures: rareviewcapital.com/disclosu…
#ETF
Barry C. Wheeles, MBA retweeted
Advisors have limited time.
Portfolio construction, research, monitoring and investment oversight all compete for it.
As a practice grows, deciding what to keep in-house, and where to leverage outside expertise, becomes a strategic decision.
The goal: more capacity without giving up the client relationship.
Learn how Rareview Capital can help: rareviewcapital.com
#FinancialAdvisors #PracticeManagement





















