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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 unsecured, structured Market Linked Securities—auto-callable notes linked to the American Depositary Shares of Novo Nordisk A/S with a pricing date of March 30, 2026, issue date April 2, 2026, and stated maturity of April 5, 2029. The original offering price is $1,000 per security and the issuer's estimated initial value is $967.30 per security.

The notes pay a contingent quarterly coupon at a 16.80% per annum rate (paid only if the Underlier's closing value on each quarterly calculation day is ≥ the coupon threshold of $21.174, equal to 60% of the starting value). The starting value is $35.29. The notes are automatically called early if on any scheduled calculation day from June 2026 through December 2028 the Underlier closes at or above the starting value; if not called, principal at maturity is either $1,000 (if ending value ≥ 60% of starting) or $1,000 × (ending/starting), exposing holders to full downside below the 60% threshold.

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Bank of Montreal offers principal-protected structured notes linked to the S&P 500® Index with defined upside and a limited downside buffer. The offering sells notes at $1,000 principal per note with total original issue proceeds of $2,699,000. The notes pay no interest and mature on February 24, 2028 (subject to postponement). If the S&P 500 final level on the determination date is above the initial level of 6,343.72, investors participate at an 160% upside participation rate up to a capped cash payment of $1,279.52 per note. If the final level falls by more than 12.50% (below the buffer level of 5,550.755), investors lose approximately 1.1429% of principal for each 1% decline below the buffer threshold and could lose all principal. The issuer is Bank of Montreal; payments are subject to its credit risk and the notes are unsecured and not FDIC‑insured.

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Bank of Montreal priced Market Linked Securities (Series K)—auto-callable, contingent coupon with memory, linked to the lowest performing stock of Constellation Energy (CEG), Duke Energy (DUK) and NextEra Energy (NEE), maturing April 3, 2029. Original offering price is $1,000 per security and the issuers estimated initial value was $941.87 per security. The contingent coupon rate is 16.80% per annum, payable monthly if the lowest-performing underlier on each calculation day is at or above its coupon threshold (60% of starting value). If auto-called on a calculation day where the lowest-performing underlier is at or above its starting value, holders receive face amount plus coupon(s). At maturity, if not called, holders receive $1,000 if the lowest-performing underliers ending value is at or above its downside threshold (60% of starting value); otherwise maturity equals $1,000 × performance factor, exposing holders to up to a full loss of principal. Payments are unsecured obligations of Bank of Montreal and subject to its credit risk.

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Bank of Montreal priced US$1,098,000 Senior Medium-Term Notes, Series K: autocallable barrier notes linked to the least performing of the VanEck Gold Miners ETF (GDX), the NASDAQ-100 Index (NDX) and the Russell 2000 Index (RTY). Pricing Date was March 30, 2026, Settlement April 02, 2026, Valuation Date March 28, 2030 and Maturity April 02, 2030. The notes pay a contingent coupon of 1.625% per month (approximately 19.50% per annum) when each Reference Asset on an Observation Date is at or above its Coupon Barrier (70% of Initial Level). Beginning March 30, 2027, the notes will autocall if each Reference Asset is at or above its Call Level (100% of Initial Level) on an Observation Date. At maturity, if not called and if any Reference Asset is below its Trigger Level (70% of Initial Level), redemption is based on the percentage change of the least performing Reference Asset and may result in a repayment substantially below principal. The estimated initial value was $955.58 per $1,000 on the Pricing Date. These notes are unsecured obligations and involve significant risks described in the product and prospectus supplements.

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Bank of Montreal offers US$500,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons due April 02, 2029, linked to the least performing of JPMorgan Chase (JPM), Morgan Stanley (MS) and The Charles Schwab Corporation (SCHW). The notes pay monthly contingent coupons of 1.0833% per month (approximately 13.00% per annum) if each reference asset on an Observation Date is at or above its Coupon Barrier Level (60% of Initial Level). Beginning Sept 29, 2026 the notes may be automatically redeemed if each Reference Asset is at or above its Call Level. At maturity, if a Trigger Event occurred and the least performing Reference Asset is below its Initial Level, investors receive a cash amount equal to $1,000 plus the percentage change of that least performing asset, which may be less than principal. The estimated initial value was $976.45 per $1,000 on the Pricing Date and the public offering price ranged up to par.

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Bank of Montreal priced US$5,317,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons — linked to the common stock of Wells Fargo & Company. The notes pay a 2.65% per quarter contingent coupon (≈10.60% per annum) if the Reference Asset closes at or above the Coupon Barrier on Observation Dates, include a Memory Coupon Feature, and are automatically redeemable if the Reference Asset closes above the Call Level ($77.19) on an Observation Date beginning September 28, 2026. At maturity (March 30, 2028) holders receive $1,000 per $1,000 principal unless a Trigger Event occurs (Final Level < $42.45); in that case payment is by physical delivery of shares or cash based on the Final Level. Price to public was 100% with estimated initial value of $974.22 per $1,000.

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Bank of Montreal prices Senior Medium-Term Notes, Series K — redeemable fixed-rate notes with a 5.35% per annum coupon and a $1,000 principal amount per note. The notes issue on April 15, 2026 and mature on April 15, 2038, are redeemable semi-annually at 100% on specified Optional Redemption Dates, and are bail-inable under the CDIC Act, permitting conversion into common shares under Canadian bank resolution powers.

The offering is sold to the agent at an original issue price of $1,000 per note with an underwriting discount of $30 per note (proceeds to issuer $970 per note). Interest is paid semi-annually each April and October, commencing October 15, 2026. The notes will not be listed on any exchange.

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Bank of Montreal is offering Market Linked Securities—leveraged upside participation to a cap and fixed-percentage buffered downside principal-at-risk securities linked to the S&P 500® Index due April 4, 2028. The original offering price is $1,000 per security (total offered $2,800,000), and the issuer's estimated initial value on the pricing date was $950.73 per security. The securities provide 125% upside participation capped at a 19.40% maximum return ($194) and include a 10% buffer against the Underlier decline; if the ending value on the calculation day is below the 90% threshold, investors suffer 1-for-1 losses on the decline beyond the buffer and could lose up to 90% of face amount. Payments depend on the Underlier’s ending value, the upside cap, and the buffer; the notes are unsecured obligations of Bank of Montreal and carry its credit risk.

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Bank of Montreal priced principal-protected‑style equity‑linked notes tied to the S&P 500® Index. The offering totals $3,427,000 at an original issue price of $1,000 per note with underwriting discount $10.90 and proceeds to the issuer of $989.10 per note. The notes trade date is March 30, 2026, original issue date April 2, 2026, determination date April 30, 2027 and stated maturity May 4, 2027. Payment at maturity depends on the final index level versus a 90.00% threshold of the initial level (initial level 6,343.72). If final level ≥ threshold, holders receive a fixed $1,112.20 per $1,000; if below, holders suffer downside where each 1% decline below the threshold reduces principal by ~1.1111%. Notes do not pay interest, are unsecured obligations of Bank of Montreal, are not listed, and carry issuer credit risk and tax‑treatment uncertainty.

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Bank of Montreal is offering Senior Medium-Term Notes, Series K — redeemable fixed rate notes due April 20, 2033. The notes pay interest at 4.95% per annum semiannually and are issued at $1,000.00 per note (original issue price), with proceeds to the issuer of $990.00 per note.

The notes are redeemable in whole on semiannual Optional Redemption Dates beginning October 20, 2027. These are unsecured, bail-inable notes subject to possible conversion under the Canada Deposit Insurance Corporation Act and are not listed on any exchange.

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FAQ

How many MicroSectors™ St FANG&Inn 3X Inv Ld ETNs (BERZ) SEC filings are available on StockTitan?

StockTitan tracks 1637 SEC filings for MicroSectors™ St FANG&Inn 3X Inv Ld 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™ St FANG&Inn 3X Inv Ld ETNs (BERZ)?

The most recent SEC filing for MicroSectors™ St FANG&Inn 3X Inv Ld ETNs (BERZ) was filed on April 1, 2026.