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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 US$93,000 Senior Medium-Term Market Linked Notes, Series K, linked to the S&P 500® Index. The notes mature on October 1, 2031 and pay at maturity a capped, 1-to-1 participation in positive S&P 500 performance subject to a Maximum Redemption Amount of $1,400.00 per $1,000 principal (a 40.00% cap). If the Final Level is at or below the Initial Level, holders receive only principal. The notes do not bear interest, will not be listed, and are unsecured obligations of Bank of Montreal.

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Bank of Montreal priced US$1,223,000 of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes linked to the S&P 500® Index. The notes mature on October 01, 2027 and pay no interest.

Key economics: 125.00% upside leverage subject to a Maximum Redemption Amount of $1,170.00 per $1,000. A 10.00% buffer (Buffer Level = 90.00% of Initial Level) protects losses up to that decline, producing up to $1,100.00 per $1,000 if the Reference Asset falls but stays ≥ Buffer Level. If the Reference Asset falls below the Buffer Level, investors lose 1% of principal for each 1% decline beyond the buffer and could lose up to 90.00% of principal. All payments are subject to the credit risk of Bank of Montreal.

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Bank of Montreal priced US$2,765,000 Senior Medium-Term Notes, Series K — an Autocallable Barrier Note with Memory Coupons linked to the least performing of Apple Inc. (AAPL) and Palantir Technologies Inc. (PLTR). The notes priced on March 27, 2026, settle on April 01, 2026, and mature on April 02, 2029. Coupons are contingent at 4.4375% per quarter (approximately 17.75% per annum) with a Memory Coupon feature; automatic redemption is possible beginning on March 30, 2027 if both reference assets meet the Call Level. At maturity, if the Final Level of the least performing reference asset is below its Trigger Level (50% of initial), principal is reduced pro rata; the pricing supplement shows an estimated initial value of $961.91 per $1,000 principal on the Pricing Date.

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Bank of Montreal priced US$161,000 Senior Medium‑Term Notes, Series K, a five‑year barrier note due April 01, 2031 linked to the least performing of the Dow Jones Industrial Average, the Russell 2000 and the S&P 500. The notes pay semiannual contingent coupons of 3.675% per semiannual period (~7.35% per annum) when each reference asset on the observation date is at or above a coupon barrier equal to 70.00% of its initial level. At maturity the principal repayment depends on the percentage change of the least performing reference asset: investors receive $1,000 per $1,000 unless a trigger event occurs, in which case the maturity payment equals $1,000 plus $1,000 multiplied by the Percentage Change of the least performing reference asset. The pricing date was March 27, 2026, settlement on April 01, 2026, and the document reports an estimated initial value of $924.39 per $1,000 principal.

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Bank of Montreal priced US$270,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to the common stock of Regeneron Pharmaceuticals, Inc. The notes pay a contingent coupon of 1.2625% per month (approximately 15.15% per annum) if the Reference Asset is at or above the Coupon Barrier on Observation Dates, are callable beginning September 30, 2026, and mature May 03, 2027. The Initial Level is $737.71; the Coupon Barrier and Trigger Level are $501.64 (68.00% of Initial Level). If not called and the Final Level is below the Trigger Level on the Valuation Date, principal at maturity is reduced by the Percentage Change in the Reference Asset.

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Bank of Montreal priced US$4,689,000 of Senior Medium‑Term Notes, Series K: Autocallable Barrier Notes with Memory Coupons due March 29, 2029, linked to the common stock of Uber Technologies, Inc.

The notes pay a 2.55% contingent coupon per quarter (approximately 10.20% per annum) if the Reference Asset meets the Coupon Barrier. The Initial Level is $69.18; the Coupon Barrier and Trigger Level are $38.05 (55.00% of Initial Level). Price to public is 100% with an agent commission of 2.50% ($117,225); proceeds to issuer were $4,571,775. Estimated initial value was $957.25 per $1,000 principal. Settlement is March 31, 2026; Valuation Date is March 26, 2029.

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Bank of Montreal priced US$1,635,000 of Senior Medium-Term Notes, Series K — Callable Barrier Notes with Contingent Coupons linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000®.

The notes pay a contingent coupon of 0.7625% per month (approximately 9.15% per annum) if each reference asset on an Observation Date is at or above its Coupon Barrier/Trigger Level (60.00% of the Initial Level). The notes mature on April 02, 2029 and are callable beginning March 30, 2027.

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Bank of Montreal (issuer) priced US$255,000 of Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes linked to Super Micro Computer, Inc. (SMCI). The notes pay a contingent coupon of 9.3125% per quarter (approximately 37.25% per annum) if the Reference Asset meets the Coupon Barrier on Observation Dates, are callable when the Reference Asset is at or above its Call Level, and mature on April 02, 2029. Principal amount on the cover is $255,000 (priced at 100% of principal). The notes pay cash only at maturity and have a Trigger/ Coupon Barrier level of $10.99 (50.00% of Initial Level). The estimated initial value on the Pricing Date was $944.77 per $1,000 in principal amount.

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Bank of Montreal is offering US$103,000 in Senior Medium-Term Notes, Series K: autocallable barrier notes linked to the common stock of Regeneron Pharmaceuticals, Inc. The notes pay a contingent coupon of 1.0417% per month (approximately 12.50% per annum) when the Reference Asset is at or above a coupon barrier. The notes may be automatically redeemed beginning on September 30, 2026 if the Reference Asset closes at or above the Call Level on an Observation Date. At maturity on May 03, 2027, if a Trigger Event occurs (Final Level below the Trigger Level of $501.64, equal to 68.00% of the Initial Level of $737.71), repayment will be reduced pro rata based on the Reference Asset performance; otherwise the principal of $1,000 per note is returned.

Price to public is 100% and the document states an estimated initial value of $961.16 per $1,000 principal amount on the Pricing Date.

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Bank of Montreal priced US$255,000 Senior Medium‑Term Notes, Series K, Autocallable Barrier Notes linked to Fair Isaac Corporation (FICO). The notes were priced on March 27, 2026 with settlement on April 1, 2026 and mature on April 2, 2029. They pay a contingent coupon of 4.90% per quarter (approximately 19.60% per annum) when the Reference Asset on an Observation Date is at or above a Coupon Barrier of $505.53 (50.00% of Initial Level). The notes are autocallable if the Reference Asset closes at or above the Call Level (100% of Initial Level) on an Observation Date; on automatic redemption investors receive principal plus the contingent coupon then due. At maturity, if not auto‑redeemed and if the Final Level is below the Trigger Level ($505.53), investors receive $1,000 × (1 + Percentage Change), which may be less than principal. The offering price was 100% ($1,000 per $1,000); proceeds to issuer were 98.00% ($249,900.00), agent’s commission 2.00% ($5,100.00). The pricing supplement states an estimated initial value of $960.26 per $1,000 on the Pricing Date.

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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 March 31, 2026.