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MicroSectors™ St FANG&Inn 3X Inv Ld ETNs SEC Filings

BERZ NYSE

Welcome to our dedicated page for MicroSectors™ St FANG&Inn 3X Inv Ld ETNs SEC filings (Ticker: BERZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on MicroSectors™ St FANG&Inn 3X Inv Ld ETNs's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into MicroSectors™ St FANG&Inn 3X Inv Ld ETNs's regulatory disclosures and financial reporting.

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Bank of Montreal is offering Senior Medium-Term Notes, Series K — Redeemable Fixed Rate Notes due April 10, 2031 with a stated interest rate of 5.00% per annum and semiannual interest payments. Each Note has a principal amount of $1,000.

The Notes are redeemable at the issuer’s option on semiannual Optional Redemption Dates at 100% of principal plus accrued interest and are bail-inable notes subject to conversion under the Canada Deposit Insurance Corporation Act. The original issue price is $1,000.00 per Note, with an underwriting discount of $15.00 and proceeds to the issuer of $985.00 per Note.

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Bank of Montreal is offering Senior Medium-Term Notes, Series K — Redeemable Fixed Rate Notes due April 10, 2029, with a stated annual interest rate of 4.50% payable semi‑annually and denomination of $1,000 per Note. The issuer may redeem the Notes on semi‑annual Optional Redemption Dates at $1,000 plus accrued interest. The Notes are unsecured, bail-inable under the CDIC Act and may be converted into common shares under subsection 39.2(2.3) of the CDIC Act; holders are deemed to consent to those bail-in provisions. Original issue price is $1,000.00 per Note with an underwriting discount of $10.00, leaving $990.00 in proceeds per Note to the issuer.

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Bank of Montreal priced US$650,000 Senior Medium-Term Notes, Series K — Callable Barrier Notes linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000®. Pricing Date was March 18, 2026, Settlement Date March 23, 2026, and Maturity Date March 23, 2029. The notes pay a monthly contingent coupon of 0.9583% (approximately 11.50% per annum) when each Reference Asset on an Observation Date is at or above its Coupon Barrier Level (75% of Initial Level). A Trigger Event occurs if any Reference Asset’s Final Level is below its Trigger Level (70% of Initial Level) on the Valuation Date, in which case principal at maturity is reduced by the Percentage Change of the Least Performing Reference Asset. The issuer may call the notes in whole beginning March 18, 2027. Price to public is $1,000 per $1,000 principal (100%), Agent’s commission 0.50%, proceeds to BMO 99.50%. Estimated initial value on the Pricing Date was $974.18 per $1,000.

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Bank of Montreal priced $10,458,000 of Senior Medium-Term Notes (Series K), Autocallable Barrier Notes with Memory Coupons linked to the least performing of AAPL, AMD and PLTR. The notes pay a 5.375% quarterly contingent coupon (about 21.50% per annum) if each reference asset meets a quarterly coupon barrier of 50% of its initial level, begining with payments on June 23, 2026, and mature on March 23, 2029.

The notes are automatically redeemable beginning on March 18, 2027 if each reference asset is at or above its call level (100% of initial). At maturity investors receive principal unless a trigger event occurs (Final Level below 50% trigger level for any reference asset), in which case the payout equals $1,000 plus the percentage change of the least performing reference asset, which can be less than principal and may be zero. The estimated initial value on the pricing date was $952.99 per $1,000 principal amount.

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Bank of Montreal priced US$1,127,000 of Senior Medium-Term Notes, Series K: an Autocallable Barrier Note with contingent coupons due March 23, 2029, linked to the least performing of XLE, the S&P 500® Index and the Nasdaq-100 Technology Sector Index. The notes pay a contingent coupon of 0.8125% per month (approximately 9.75% per annum) when each reference asset on an Observation Date is at or above its Coupon Barrier Level. The notes may be automatically redeemed beginning on September 18, 2026 if on an Observation Date each Reference Asset is at or above its Call Level. At maturity, if not called and if the Final Level of any Reference Asset is below its Trigger Level, investors receive a cash amount equal to $1,000 plus $1,000 times the Percentage Change of the Least Performing Reference Asset; this amount can be less than principal and may be zero. The cover shows an estimated initial value of $947.57 per $1,000 principal amount and a public offering price of 100%, with an agent commission of 2.50%.

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Bank of Montreal priced US$1,001,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons linked to the least performing of the VanEck® Gold Miners ETF (GDX) and the Nasdaq-100 Technology Sector Index (NDXT).

The notes pay a contingent coupon of 0.875% per month (approximately 10.50% per annum) when each Reference Asset closes at or above its Coupon Barrier on an Observation Date. The Pricing Date is March 18, 2026, Settlement Date is March 23, 2026, Valuation Date is March 20, 2029 and Maturity Date is March 23, 2029. If not autocalled, principal repayment at maturity equals $1,000 per $1,000 unless a Trigger Event occurs, in which case payment is reduced by the Percentage Change of the least performing Reference Asset; payment may be zero. The estimated initial value was $948.02 per $1,000 on the Pricing Date.

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Bank of Montreal priced a US$1,237,000 offering of Senior Medium-Term Notes, Series K — Callable Barrier Notes with Contingent Coupons due March 23, 2029, linked to the least performing of the S&P 500, NASDAQ-100 and Russell 2000. The notes pay a 2.125% quarterly contingent coupon (approximately 8.50% per annum) when each reference asset on an Observation Date is at or above a coupon barrier equal to 67.50% of its Initial Level. Bank of Montreal may call the notes beginning on September 18, 2026 on any Observation Date; if called, investors receive principal plus any contingent coupon due on the Call Settlement Date. At maturity (if not called), investors receive $1,000 per $1,000 principal unless a Trigger Event occurs, in which case the payoff equals $1,000 + ($1,000 x Percentage Change of the Least Performing Reference Asset), which can be less than principal and may be zero. The Pricing Date was March 18, 2026, Settlement Date March 23, 2026, Valuation Date March 20, 2029, and the issuer’s estimated initial value was $949.03 per $1,000 principal amount on the Pricing Date.

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Bank of Montreal priced a US$123,000 offering of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to the common stock of Tesla, Inc. The notes pay a 4.1875% contingent quarterly coupon (≈16.75% annually) and were issued at 100% of principal for a $123,000.00 aggregate principal amount. The Pricing Date is March 18, 2026, Settlement Date is March 23, 2026, Valuation Date is March 20, 2029, and Maturity Date is March 23, 2029. The notes are autocallable beginning on September 18, 2026, have a Coupon Barrier Level and Trigger Level equal to $235.67 (60.00% of the Initial Level), and an estimated initial value of $985.48 per $1,000 on the Pricing Date.

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Bank of Montreal priced US$2,242,000 in Senior Medium-Term Notes, Series K, Autocallable Barrier Notes with Memory Coupons linked to the common stock of Tesla, Inc.

The notes were priced on March 18, 2026 for settlement on March 23, 2026 and mature on March 23, 2029. Each note has an Initial Level of $392.78, a quarterly Contingent Interest Rate of 3.7625% (approximately 15.05% per annum), and Coupon Barrier and Trigger Levels equal to $235.67 (60.00% of the Initial Level). The notes are autocallable if the Reference Asset closes at or above the Call Level (100% of the Initial Level) on an Observation Date; automatic redemption returns principal plus any due Contingent Coupons. At maturity, if a Trigger Event occurs (Final Level below the Trigger Level), investors receive a reduced cash amount tied to the Percentage Change in the Reference Asset. The estimated initial value was $969.29 per $1,000 principal amount.

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Bank of Montreal is offering US$2,520,000 of Senior Medium-Term Notes, Series K: Autoca llable Barrier Notes with Memory Coupons linked to the Class A common stock of CrowdStrike Holdings, Inc. (CRWD). The Pricing Date is March 18, 2026, Settlement Date March 23, 2026, and Maturity Date March 23, 2028. The notes pay a Contingent Coupon of 3.75% per quarter (about 15.00% per annum) when the Reference Asset closes at or above the Coupon Barrier of $244.05 (56.00% of the Initial Level). The Initial Level is $435.81. The notes are autocallable beginning on September 18, 2026 if the Reference Asset closes above the Call Level (100% of Initial Level); on automatic redemption investors receive principal plus any due Contingent Coupons. If not called, at maturity investors receive $1,000 per note unless a Trigger Event (Final Level < Trigger Level of $244.05) occurs, in which case physical or cash delivery tied to the Reference Asset applies and principal may be materially reduced. Price to public was 100% and estimated initial value was $972.89 per $1,000. The notes are unsecured obligations of the Bank, involve significant risks, and include a supplemental U.S. federal tax characterization as pre-paid contingent income-bearing derivative contracts.

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FAQ

What is the current stock price of MicroSectors™ St FANG&Inn 3X Inv Ld ETNs (BERZ)?

The current stock price of MicroSectors™ St FANG&Inn 3X Inv Ld ETNs (BERZ) is $65.59 as of March 20, 2026.

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