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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 (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 US$4,100,000 offering of Senior Medium-Term Notes (Series K) — Autocallable Barrier Notes with Contingent Coupons linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000®. The Pricing Date was April 02, 2026, Settlement on April 07, 2026 and Maturity on April 09, 2029.

The notes pay a Contingent Coupon of 1.00% per month (approximately 12.00% per annum) when each Reference Asset closes at or above its 70.00% Coupon Barrier on an Observation Date. The notes are autocallable beginning on April 06, 2027 if each Reference Asset is at or above its Call Level (100% of Initial Level). At maturity, if a Trigger Event occurs (any Reference Asset below its 70.00% Trigger Level), holders receive $1,000 adjusted by the Percentage Change of the Least Performing Reference Asset.

The Pricing Supplement states an estimated initial value of $991.16 per $1,000 principal on the Pricing Date and discloses customary distribution conflicts, tax characterization uncertainty, and material risk factors in the referenced product supplement and prospectus.

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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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Bank of Montreal priced US$6,323,000 of Senior Medium-Term Notes, Series K — capped contingent risk absolute return buffer notes linked to the S&P 500® Index, maturing April 07, 2028. The notes offer 1:1 upside participation capped at a 20.00% Maximum Return (maximum $1,200 per $1,000) and provide a 20.00% downside buffer (Buffer Level = 80.00% of the Initial Level). If the Final Level falls below the Buffer Level, holders lose 1% of principal for each 1% decline beyond the buffer, up to an 80.00% principal loss. Notes pay no interest, are unsecured obligations of Bank of Montreal, and are subject to issuer credit risk and limited liquidity.

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Bank of Montreal issues structured notes linked to the MSCI EAFE Index. These non‑interest bearing, principal‑at‑risk notes have a $1,000 principal amount per note and a term tied to a determination date expected within 22 to 25 months of the trade date. The notes provide 160% upside participation in positive index performance up to a capped return (maximum settlement amount expected between $1,251.36 and $1,295.68 per $1,000). A buffer protects against declines up to 15.00% (buffer level = 85.00% of the initial level); declines beyond that result in leveraged principal losses (approximately 1.1765% loss per 1% decline below the buffer). The notes are unsecured obligations of Bank of Montreal, not FDIC/ CDIC insured, not listed, and designed to be held to maturity.

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Bank of Montreal is offering non‑interest bearing principal‑protected contingent notes linked to the iShares MSCI South Africa ETF (EZA). Each $1,000 note pays a $1,194 threshold settlement if the final underlier level is at least 75.00% of the initial level ($68.82). If below the threshold, investors lose approximately 1.3333% of principal for every 1% the final level is below the threshold; principal may be partially or fully lost. Stated maturity is September 3, 2027 (determination date September 1, 2027, both subject to postponement). The issuer is the unsecured obligor and the notes are not exchange‑listed; estimated initial value per $1,000 is between $954.90 and $984.90. The offering includes an underwriting discount of $14.10 per note and proceeds to the issuer of $985.90 per note.

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Bank of Montreal is offering non‑interest bearing, principal‑protected‑style equity‑linked notes tied to the S&P 500® Index, sold in $1,000 denominations. The notes pay a threshold settlement amount if the final index level is ≥ 85.00% of the initial level; otherwise the investor suffers proportional principal loss.

The pricing supplement states a threshold level of 85.00%, a threshold settlement amount expected to be between $1,160.50 and $1,188.80 per $1,000, and an estimated initial value range of $969.00 to $999.00 per $1,000. The notes are unsecured obligations of Bank of Montreal and are designed to be held to maturity.

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Bank of Montreal prices US$1,640,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Enhanced Return Notes due April 07, 2031.

The notes offer 200.00% upside leverage to positive changes in the S&P 500® Futures Excess Return Index and are callable on April 07, 2027 if the Reference Asset is above 105.00% of its Initial Level. If called, investors receive principal plus a Call Amount equal to a roughly 14.25% per annum return. If not called, payments at maturity depend on the Final Level: full principal plus leveraged upside if the Final Level >= Initial Level; principal only if Final Level is >= Barrier Level (70.00% of Initial Level); and linear downside exposure below the Barrier (you lose 1% of principal for each 1% decline).

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Bank of Montreal priced US$525,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with contingent coupons linked to the least performing of the S&P 500®, Russell 2000® and the Nasdaq-100 Technology Sector Index. The notes price on April 01, 2026, settle on April 06, 2026 and mature on April 06, 2029. They pay a contingent monthly coupon of 0.8042% per month (≈9.65% per annum) when each reference asset is at or above a 70% coupon barrier on observation dates; the coupon equals $8.042 per $1,000 if payable. Notes auto‑redeem beginning April 01, 2027 if all reference assets are at or above their call levels on an observation date. If not redeemed, maturity payment depends on the performance of the least performing reference asset; a trigger occurs if any final level is below 70% of its initial level. The public offering price is 100% ($1,000 per $1,000 principal); estimated initial value was $948.23 per $1,000 on the pricing date.

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FAQ

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

StockTitan tracks 1532 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 6, 2026.

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