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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 is offering Market Linked Senior Medium-Term Notes (Series K) due April 20, 2029 through a preliminary pricing supplement that describes auto-callable, contingent-coupon securities linked to the lowest performing of MSFT, NVDA and UNH. The original offering price is $1,000 per security; the issuer's estimated initial value on the pricing date was $966.70 per security (not less than $917.00 at pricing). The agent discount is $23.25, with proceeds to Bank of Montreal of $976.75 per security. The contingent coupon rate will be set on pricing and will be at least 21.57% per annum. The securities are unsecured obligations of Bank of Montreal, carry full downside exposure to the lowest performing Underlier at maturity, may be automatically called on monthly observation dates, and involve credit, tax and liquidity risks as described herein.

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Bank of Montreal prices US$1,010,000 callable Barrier Notes (Series K) linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000®. The notes pay a contingent coupon of 1.6275% per month (≈19.53% per annum) when each reference asset on an Observation Date is at or above its Coupon Barrier (80% of the Initial Level). The notes are callable by the issuer beginning on July 06, 2026. At maturity (if not called), holders receive $1,000 per $1,000 principal unless a Trigger Event occurs (Final Level < Trigger Level for any reference asset), in which case the payout equals $1,000 × (1 + Percentage Change of the least performing reference asset) and may be less than principal. Estimated initial value was $994.52 per $1,000 on the Pricing Date.

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Bank of Montreal priced US$1,853,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to the Least Performing of the S&P 500®, NASDAQ-100® and Russell 2000®.

The notes pay a 1.25% contingent coupon per month (approximately 15.00% per annum) when each reference asset is at or above its 70.00% Coupon Barrier on observation dates, include a Memory Coupon feature, an automatic redemption if all reference assets are at or above 100.00% on an Observation Date, and mature on July 08, 2027. The Pricing Date was April 02, 2026 and the estimated initial value was $994.96 per $1,000 principal.

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Bank of Montreal is offering US$3,250,000 of Senior Medium-Term Notes, Series K — Autocallable Buffer Notes linked to the shares of the SPDR® Gold Trust (GLD), maturing on April 07, 2031. The notes pay scheduled "Call Amounts" (approximately 10.20% per annum) if GLD closes at or above a 90.00% Call Level on any Observation Date beginning April 09, 2027. If not called, maturity payment depends on GLD's Final Level relative to an Initial Level and a Buffer Level equal to 85.00% of the Initial Level; holders retain principal at maturity only if GLD declines no more than 15.00%. The estimated initial value on the pricing date was $982.05 per $1,000 principal. The notes are unsecured obligations of the Bank, are not FDIC‑insured, and taxable treatment is expected to be as pre‑paid derivative contracts for U.S. federal income tax purposes.

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Bank of Montreal priced US$2,315,000 of Senior Medium-Term Autocallable Barrier Notes linked to NVIDIA common stock due April 10, 2028. The notes pay a quarterly Coupon of 2.85% (approximately 11.40% per annum) and are callable beginning with the October 08, 2026 observation if the Reference Asset closes at or above the Call Level.

If not called, payment at maturity depends on the Final Level versus a Trigger Level of $106.43 (60.00% of the Initial Level); estimated initial value on the Pricing Date was $972.56 per $1,000.

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Bank of Montreal priced US$500,000 Senior Medium-Term Notes, Series K: Step Down Autocallable Barrier Notes linked to the least performing common stock of The Boeing Company, NVIDIA Corporation and RTX Corporation. The Pricing Date is April 02, 2026, Settlement Date April 07, 2026, Valuation Date April 04, 2029 and Maturity Date April 09, 2029.

The notes pay a scheduled cash Call Amount on observation dates if each Reference Asset is at or above specified Call Levels; Call Amounts imply approximately 17.70% per annum. At maturity, if a Trigger Event occurs for the Least Performing Reference Asset, payment will be in a Physical Delivery Amount (shares) or a Cash Delivery Amount reflecting that asset’s Final Level; otherwise investors receive cash equal to principal plus applicable Call Amounts.

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Bank of Montreal priced a US$660,000 issuance of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to an equally weighted basket of five equities. The Pricing Date was April 02, 2026, the Settlement Date is April 07, 2026, the Valuation Date is April 04, 2029, and the Maturity Date is April 09, 2029.

The notes pay automatic redemption if the Basket Closing Level is at or above the Call Level of 100.00% on any Observation Date, with sequential Call Amounts of $161, $322 and $483 per $1,000 note on the listed Observation Dates. The Trigger Level is 70.00% of the Initial Level; if a Trigger Event occurs at maturity, payment equals $1,000 plus the Basket Percentage Change, which may be less than principal.

The basket components are META, GOOGL, AMD, AVGO, and MSFT (each 20.00% weighting). The public price is 100% of principal, agent commission is 2.50%, and the estimated initial value was $950.56 per $1,000 on the Pricing Date.

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Bank of Montreal (issuer) priced US$500,000 of Senior Medium-Term Notes, Series K — Step Down Autocallable Barrier Notes linked to the least performing of Microsoft (MSFT) and Alphabet Class A (GOOGL). The notes were priced on April 2, 2026, settle April 7, 2026 and mature April 9, 2029. They pay specified Call Amounts on multiple Observation Dates (first on October 2, 2026) and will autocall if each reference asset is at or above its Call Level on an Observation Date.

If not called, maturity pays $1,000 per note unless a Trigger Event occurs (Final Level below a Trigger Level). Trigger Levels equal 50.00% of each Initial Level ($186.73 for MSFT; $147.89 for GOOGL). The estimated initial value was $952.74 per $1,000 on the Pricing Date. Cash or physical delivery of shares may occur at maturity; payment mechanics and tax treatment are described in the supplement.

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Bank of Montreal priced a US$1,141,000 offering of Senior Medium-Term Notes, Series K — Autocallable Buffer Notes linked to the least performing common stock of Broadcom, Fortinet and ON Semiconductor.

The notes price on April 02, 2026, settle on April 08, 2026 and mature on April 09, 2029. They pay automatic cash Call Amounts on specified Observation Dates if each reference asset meets its Call Level (80% of Initial Level). At maturity investors receive principal only if the Least Performing Reference Asset has not fallen below its Buffer Level (70% of Initial Level); otherwise principal is reduced pro rata according to the disclosed formula.

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Bank of Montreal priced a $250,000 offering of Senior Medium-Term Notes, Series K — Buffer Enhanced Return Notes due April 08, 2030, linked to the S&P 500® Futures Excess Return Index. The notes pay no interest, are unsecured and issued in $1,000 denominations. The structure provides 152.50% upside leverage on any appreciation of the Reference Asset, preserves principal only if the Reference Asset does not fall more than 30.00% (the Buffer), and exposes holders to a loss of up to 70.00% of principal if the Reference Asset declines beyond the Buffer. The pricing date was April 02, 2026, settlement on April 08, 2026, and the calculation/valuation date is April 03, 2030. All payments are subject to Bank of Montreal credit risk; estimated initial value per $1,000 note was $985.64.

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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 7, 2026.