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MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs SEC Filings

BERZ NYSE

Welcome to our dedicated page for MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged 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™ Solactive FANG & Innovation -3X Inverse Leveraged 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™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs's regulatory disclosures and financial reporting.

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Bank of Montreal priced a US$4,085,000 offering of Senior Medium-Term Notes, Series K — Callable Barrier Notes with Contingent Coupons due April 14, 2032. The notes pay a contingent quarterly coupon of 2.7625% (approximately 11.05% per annum) if each reference index is at or above its 75.00% coupon barrier on observation dates.

The notes are linked to the S&P 500® (SPX), Russell 2000® (RTY) and Dow Jones Industrial Average® (INDU), are callable beginning April 09, 2027, and repay principal at maturity unless a trigger event (any reference asset below 75% of its initial level on the valuation date) causes a reduced cash payment tied to the least performing reference asset. Estimated initial value was $978.76 per $1,000 on the pricing date.

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Bank of Montreal issued a pricing supplement for US$1,005,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to VanEck® Junior Gold Miners ETF (GDXJ). The notes price on April 07, 2026, settle April 10, 2026, and mature October 12, 2027. The notes pay a contingent coupon of 1.1667% per month (approximately 14.00% per annum) when the Reference Asset on observation dates is at or above the coupon barrier. The Initial Level is $122.91; the Coupon Barrier and Trigger Level are each $73.75 (60.00% of Initial Level). The notes are autocallable beginning April 07, 2027 if the Reference Asset closes at or above the Call Level (100% of Initial Level); upon autocall investors receive principal plus the contingent coupon then due. If not called, final payment depends on the Final Level on the Valuation Date (October 07, 2027) and may result in less than principal if a Trigger Event occurs. The estimated initial value was $953.30 per $1,000 principal.

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Bank of Montreal priced US$4,705,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to NVIDIA Corporation (NVDA). The notes pay contingent quarterly coupons of 3.405% per quarter (approximately 13.62% per annum) if the Reference Asset closes at or above a Coupon Barrier of $89.05 (50.00% of the Initial Level). The notes were priced on April 07, 2026, settle on April 10, 2026, and mature on April 12, 2028 with a Valuation Date of April 07, 2028. Initial Level is $178.10; the notes are callable beginning on October 07, 2026 if the Reference Asset closes above the Call Level (100% of Initial Level). At maturity, if a Trigger Event occurs (Final Level < Trigger Level of $89.05), investors may receive a reduced Physical Delivery Amount (shares) or Cash Delivery Amount instead of principal. Estimated initial value was $993.90 per $1,000 principal on the pricing date.

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Bank of Montreal priced US$455,000 in Senior Medium‑Term Market‑Linked Notes, Series K, linked to the S&P 500® Futures Excess Return Index, maturing April 10, 2031. The notes provide 136.75% upside exposure to any appreciation in the Reference Asset and repay the $1,000 principal at maturity if the Final Level is less than or equal to the Initial Level of 534.25. The notes pay no interest, are unsecured obligations of Bank of Montreal and are subject to the issuer's credit risk. The Pricing Date was April 7, 2026, settlement April 10, 2026, and the initial estimated value was $979.76 per $1,000 in principal amount.

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Bank of Montreal priced a series of Senior Medium-Term Notes: redeemable fixed-rate notes due October 22, 2032 with a 5.00% annual interest rate and semiannual interest payments.

The Notes have a $1,000 original issue price per Note and will be issued on April 22, 2026. The issuer may redeem the Notes in whole (but not in part) on semiannual Optional Redemption Dates at 100% of principal plus accrued interest. These are bail-inable notes and are subject to conversion in whole or in part into common shares under subsection 39.2(2.3) of the Canada Deposit Insurance Corporation Act; holders are deemed to agree to those terms.

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Bank of Montreal priced a primary offering of Senior Medium-Term Notes, Series K — redeemable fixed-rate notes due April 24, 2029. The Notes pay 4.35% per annum with semiannual interest on April 24 and October 24 beginning October 24, 2026, are issued at $1,000 per Note and are redeemable by the issuer on semiannual Optional Redemption Dates at 100% of principal plus accrued interest.

The Notes are unsecured, not listed, and are bail-inable under the Canada Deposit Insurance Corporation Act, which permits conversion into common shares under specified Canadian bank resolution powers. Original issue price per Note is $1,000.00 with an underwriting discount of $10.00 yielding proceeds to Bank of Montreal of $990.00 per Note.

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Bank of Montreal priced Senior Medium-Term Notes, Series K — Redeemable Fixed Rate Notes due April 24, 2031. The Notes pay interest at $4.75% per annum, pay semiannually, have a principal denomination of $1,000 per Note, and are redeemable by the issuer on semiannual optional redemption dates.

The Notes are bail-inable under the Canada Deposit Insurance Corporation Act and may be converted, in whole or in part, into common shares of Bank of Montreal under subsection 39.2(2.3) of the CDIC Act. The original issue price per Note is $1,000.00, the underwriting discount is $15.00 per Note, and proceeds to Bank of Montreal per Note are $985.00.

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Bank of Montreal issues $4,000,000 Senior Medium-Term Notes, Series K, fixed-rate redeemable notes due April 10, 2031 with a 5.00% per annum interest rate paid semi-annually. The Notes are denominated $1,000 each and are redeemable in whole by the issuer on semi-annual Optional Redemption Dates at 100% plus accrued interest.

The Notes are bail-inable under subsection 39.2(2.3) of the Canada Deposit Insurance Corporation Act and may be converted, in whole or in part, into common shares under that regime. The offering carries an underwriting discount of $4.40 per Note and proceeds to Bank of Montreal of $995.60 per Note.

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Bank of Montreal priced market-linked, auto-callable senior medium-term notes with contingent coupons and principal at risk linked to the lowest performing of the Nasdaq-100® Technology Sector Index, the Russell 2000® Index and the iShares® 20+ Year Treasury Bond ETF.

The notes have an original offering price of $1,000 per security, an estimated initial value of $957.33 per security, a contingent coupon rate of 13.80% per annum, an issue date of April 10, 2026 and a stated maturity of October 13, 2028. Quarterly contingent coupon payments and an automatic call feature depend solely on the lowest performing Underlier versus predefined thresholds.

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Bank of Montreal priced a primary offering of Senior Medium-Term Notes, Series K. The offering totals $2,050,000 in $1,000 denominations with an interest rate of 4.55% per annum and a stated maturity date of March 27, 2029. Interest is payable semi-annually on April 10 and October 10, commencing October 10, 2026. The Notes are redeemable by the Bank (in whole, not in part) on specified semi-annual optional redemption dates at 100% of principal plus accrued interest. The Notes are unsecured, not listed, and are bail-inable under the Canadian CDIC Act. Original issue price per Note was $1,000.00, with an underwriting discount of $6.00 per Note and proceeds to the Bank of $994.00 per Note.

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FAQ

How many MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs (BERZ) SEC filings are available on StockTitan?

StockTitan tracks 1653 SEC filings for MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs (BERZ), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs (BERZ)?

The most recent SEC filing for MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs (BERZ) was filed on April 9, 2026.