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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$1,005,000 issuance of Senior Medium-Term Notes, Series K — Buffer Enhanced Return Notes due April 03, 2028 — linked to the least performing of the S&P 500® and Russell 2000® indices. The notes provide 136.87% upside leverage on any appreciation of the least performing reference asset, a 10.00% buffer (90.00% Buffer Level) against initial losses, and principal is at risk for declines beyond the buffer (losses up to 90.00% of principal). Payment is subject to Bank of Montreal credit risk; notes pay no interest and will not be listed.

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Bank of Montreal (issuer) is offering US$9,900,000 of Senior Medium-Term Notes, Series K — autocallable barrier notes with memory coupons linked to the least performing of GOOG (Class C), MU and PLTR. The notes pay contingent monthly coupons of 2.2667% per month (approx. 27.20% per annum) if each reference asset on an Observation Date is at or above its 50% Coupon Barrier; coupons not paid can be made up later under the Memory Coupon feature. The notes may be automatically redeemed beginning October 1, 2026 if each Reference Asset equals or exceeds its Call Level. At maturity on April 6, 2029, if a Trigger Event (least performing Reference Asset below its 50% Trigger Level) has occurred, payment is $1,000 x (1 + Percentage Change of the Least Performing Reference Asset), which may be less than principal. Estimated initial value was $968.79 per $1,000.

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Bank of Montreal priced US$1,469,000 Senior Medium-Term Notes, Series K — Callable Barrier Notes linked to the least performing of the S&P 500®, EURO STOXX 50® and NASDAQ-100®. The notes mature on April 05, 2028, settle on April 06, 2026, and have an estimated initial value of $987.20 per $1,000 principal amount. Quarterly contingent coupons of 3.3325% per quarter (approx. 13.33% per annum) are payable only if each Reference Asset on an Observation Date is at or above its Coupon Barrier (70% of the Initial Level). Beginning October 01, 2026, the issuer may call the notes on Observation Dates; called notes pay principal plus any contingent coupon due on the Call Settlement Date. At final maturity, if no call occurs, holders receive $1,000 per note unless a Trigger Event occurs (any Reference Asset's Final Level is below its Trigger Level, each equal to 70% of its Initial Level), in which case repayment equals $1,000 plus $1,000 multiplied by the Percentage Change of the least performing Reference Asset and may be less than principal.

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Bank of Montreal priced US$1,086,000 of Senior Medium-Term Notes, Series K — capped contingent risk absolute return buffer notes linked to the S&P 500® Index maturing April 03, 2029. The notes provide 1:1 upside participation capped at a Maximum Redemption Amount of $1,288.00 per $1,000 (28.80%). If the index declines up to 20.00% from the Initial Level (Buffer Level = 80.00% of Initial), investors receive a positive payoff up to a Maximum Downside Redemption Amount of $1,200.00 per $1,000. Losses occur for index declines beyond 20.00%, exposing holders to up to 80.00% principal loss. Notes pay no interest, are unsecured obligations of Bank of Montreal, and all payments are subject to the issuer’s credit risk. The estimated initial value on the pricing date was $964.72 per $1,000.

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Bank of Montreal (BMO) priced US$550,000 of Senior Medium-Term Notes, Series K — Callable Barrier Notes — linked to the least performing of the S&P 500®, Russell 2000® and the Dow Jones Industrial Average®. The notes pay contingent quarterly coupons of 2.825% per quarter (approximately 11.30% per annum) if each Reference Asset on an Observation Date is at or above a 75.00% Coupon Barrier. The notes mature on April 08, 2031 with a Valuation Date of April 03, 2031 and are callable by BMO beginning on April 05, 2027. At maturity, if the Final Level of any Reference Asset is below its Trigger Level (75.00% of its Initial Level), investors receive $1,000 plus the Percentage Change of the Least Performing Reference Asset, which may result in a payment below principal or zero. The estimated initial value on the Pricing Date was $978.78 per $1,000.

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Bank of Montreal is offering US$391,000 of Senior Medium-Term Notes, Series K — Digital Return Barrier Notes due April 03, 2031 linked to the S&P 500® Futures Excess Return Index. The notes pay no periodic interest and provide a 64.00% Digital Return if the Reference Asset rises up to that cap; above the cap investors participate one-for-one. If the Reference Asset falls below a 70.00% Barrier, investors suffer a pro rata loss and may lose up to 100% of principal. Payments are subject to Bank of Montreal credit risk.

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Bank of Montreal (issuer) priced US$1,891,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to Novo Nordisk A/S American depositary receipts. The notes pay a contingent coupon of 1.45% per month (≈17.40% per annum) when the Reference Asset on an Observation Date is at or above a $20.95 Coupon Barrier (57.00% of the Initial Level). The notes may be automatically redeemed beginning on September 30, 2026 if the Reference Asset closes at or above the Call Level (100% of the Initial Level) on an Observation Date. At maturity on May 03, 2027, if not called and if the Final Level is below the Trigger Level ($20.95, 57.00% of the Initial Level), investors receive a cash amount equal to $1,000 plus $1,000 times the Percentage Change, which can be less than principal and may be zero. The estimated initial value on the Pricing Date was $991.07 per $1,000.

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Bank of Montreal is offering $5,027,000 of Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due April 03, 2031.

The notes pay a contingent coupon of 0.7792% per month (approximately 9.35% per annum) if three reference indexes meet monthly coupon barriers (75% of initial levels). They are callable quarterly beginning March 31, 2027; if not called, final payment depends on the Least Performing Reference Asset versus a 70% trigger level. Price to public is 100% and the issuer’s estimated initial value was $947.52 per $1,000 principal.

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Bank of Montreal priced US$1,379,000 Series K Senior Medium-Term Notes — Autocallable Barrier Notes linked to INTC, AMD and NVDA. The notes pay a Contingent Coupon of 3.1667% per month (approximately 38.00% per annum) when each Reference Asset on an Observation Date is >= its Coupon Barrier (60% of Initial Level). If not called, final maturity payment depends on the Least Performing Reference Asset on the Valuation Date; a Trigger Event (Final Level < Trigger Level) causes principal loss proportional to that asset's decline. Pricing Date was March 31, 2026, Settlement April 2, 2026, Valuation Date March 29, 2028, and Maturity April 3, 2028. The estimated initial value was $974.06 per $1,000 on the Pricing Date.

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Bank of Montreal is offering US$815,000 of Senior Medium‑Term Notes, Series K — Capped Barrier Enhanced Return Notes linked to the S&P 500® Index due May 20, 2027. The notes provide 200.00% upside participation subject to a Maximum Redemption Amount of $1,138.50 per $1,000 (13.85%). If the Final Level declines below the Barrier Level (85.00% of the Initial Level), investors lose 1% of principal for each 1% decline in the Reference Asset; investors may lose up to 100% of principal. The public offering price was 100% with an agent commission of 2.00%, proceeds to Bank of Montreal of 98.00%, and an estimated initial value of $971.17 per $1,000.

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FAQ

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

StockTitan tracks 1627 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 2, 2026.