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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 priced US$955,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to the least performing of the S&P 500® and the Russell 2000®. Pricing Date was March 27, 2026, Settlement Date March 31, 2026, and Maturity Date March 29, 2029. The notes pay contingent quarterly coupons of 2.1875% per quarter (approximately 8.75% per annum) when each reference asset is at or above its coupon barrier (70.00% of initial level) on an Observation Date, and are automatically redeemed if both reference assets are at or above their Call Levels (100% of initial) on an Observation Date beginning September 25, 2026. At maturity, if not auto‑redeemed, the cash payment depends on the Percentage Change of the least performing reference asset; if that asset is below its Trigger Level (70.00% of initial), investors receive a reduced principal amount calculated as $1,000 + ($1,000 x Percentage Change of the Least Performing Reference Asset). The pricing supplement states an estimated initial value of $958.25 per $1,000 on the Pricing Date.

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Bank of Montreal priced US$2,333,000 of Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to Boston Scientific Corporation (ticker BSX). The notes settle on March 31, 2026 and mature on March 29, 2029. Each $1,000 principal note was offered at 100% with an estimated initial value of $967.49 per $1,000. Contingent quarterly coupons equal 2.625% per quarter (approximately 10.50% per annum) payable only if the Reference Asset meets the Coupon Barrier on Observation Dates; unpaid coupons may be paid later under the Memory Coupon Feature. The notes are autocallable beginning with the Observation Date on September 25, 2026 if the Reference Asset is at or above the Call Level. At maturity, if the Final Level is below the Trigger Level ($44.96, 65.00% of Initial Level), investors receive a reduced cash payment tied to the percentage change in the Reference Asset.

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Bank of Montreal priced a US$521,000 issue of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes — linked to the common stock of Axon Enterprise, Inc. The Pricing Date is March 27, 2026, Settlement Date April 01, 2026 and Maturity Date April 02, 2029. The notes pay a 4.925% per quarter contingent coupon (approximately 19.70% per annum) if the Reference Asset on each Observation Date is at or above the Coupon Barrier Level. The Initial Level is $429.94 and the Coupon Barrier and Trigger Level are $214.97 (50.00% of the Initial Level). The notes are autocallable if the Reference Asset is at or above the Call Level on an Observation Date. The public offering price is 100% of principal; the Pricing Supplement shows an estimated initial value of $956.56 per $1,000 principal amount and an agent’s commission of $10,420 (2.00%).

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Bank of Montreal priced US$1,833,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons due April 02, 2029 — linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000®.

Contingent coupons equal 0.8375% per month (about 10.05% per year) when each Reference Asset on an Observation Date is >= its Coupon Barrier (70% of Initial Level). Notes auto-redeem if all Reference Assets are >= Call Levels on an Observation Date beginning March 30, 2027. At maturity holders receive $1,000 per $1,000 unless a Trigger Event (any Final Level < 60% of Initial Level) reduces the cash payment proportionally to the Least Performing Reference Asset. Estimated initial value on the Pricing Date was $978.66 per $1,000.

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Bank of Montreal is offering US$554,000 in Senior Medium-Term Notes, Series K: autocallable barrier notes with contingent coupons linked to the least performing of XLE, SPX and XLK. The notes price at par and settle on April 01, 2026, maturing on April 02, 2029. Contingent coupons of 1.1792% per month (approximately 14.15% per annum) pay monthly if each reference asset on an Observation Date is >= its Coupon Barrier (70% of Initial Level). Beginning September 29, 2026, the notes auto‑redeem if each reference asset is >= its Call Level (100% of Initial Level) on an Observation Date. At maturity, if not auto‑redeemed, repayment depends on the Percentage Change of the Least Performing Reference Asset; a Trigger Event occurs if any Final Level is <70% of its Initial Level, reducing principal pro rata. The estimated initial value was $964.28 per $1,000 on the Pricing Date.

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Bank of Montreal priced US$190,000 Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes linked to Iron Mountain Incorporated common stock. The notes were priced on March 27, 2026 with settlement on April 01, 2026 and mature on May 03, 2027. Each note pays a 1.0667% per month contingent coupon (approximately 12.80% per annum) when the Reference Asset closes at or above a coupon barrier. The Initial Level of the Reference Asset is $98.30; the Coupon Barrier and Trigger Level are $69.79 (71.00% of the Initial Level). Beginning on September 30, 2026, the notes may be automatically redeemed if the Reference Asset is at or above the Call Level (100% of Initial Level) on an Observation Date. If not auto‑redeemed, maturity payment depends on stock performance; a Trigger Event occurs if the Final Level on April 28, 2027 is below the Trigger Level. The estimated initial value on the pricing date was $953.94 per $1,000.

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Bank of Montreal priced a US$93,000 issuance of Senior Medium-Term Notes — Autocallable Barrier Notes — linked to the common stock of Iron Mountain Incorporated ("IRM"). The notes pay a 1.275% monthly Contingent Coupon (approximately 15.30% per annum) if the Reference Asset closes at or above a Coupon Barrier of $69.79 (71.00% of the Initial Level) on each Observation Date. Beginning September 30, 2026 the notes are subject to automatic redemption if the Reference Asset closes at or above the Call Level (100% of the Initial Level). At maturity on May 03, 2027, if a Trigger Event has occurred (Final Level below the Trigger Level of $69.79), the cash payment is $1,000 adjusted by the Percentage Change in the Reference Asset and may be less than principal. The Pricing Date is March 27, 2026, Settlement Date April 01, 2026, and Valuation Date April 28, 2027. The estimated initial value was $968.28 per $1,000 principal amount on the Pricing Date.

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Bank of Montreal priced US$2,800,000 of Senior Medium-Term Notes, Series K — capped buffer enhanced return notes linked to the iShares® MSCI EAFE ETF ("EFA"). The notes pay 150.00% upside exposure to appreciation in EFA subject to a Maximum Redemption Amount of $1,254.00 per $1,000 at maturity on March 31, 2028, and provide a 10.00% buffer against declines (you retain principal unless EFA falls more than 10.00%). All payments are unsecured obligations of Bank of Montreal; notes do not pay interest, are cash‑settled, and are exposed to issuer credit risk.

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Bank of Montreal priced US$5,650,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to the common stock of Salesforce, Inc. (CRM). Pricing Date was March 27, 2026, Settlement March 31, 2026 and Maturity April 02, 2029. The notes pay a Contingent Coupon of 1.25% per month (≈15.00% per annum) when the Reference Asset on an Observation Date is at or above the Coupon Barrier. The Initial Level is $179.31; the Coupon Barrier and Trigger Level are $107.59 (60.00% of Initial Level); the Call Level is 100% of the Initial Level. Price to public was 100%, agent’s commission 2.50% and proceeds to Bank of Montreal 97.50% ($5,508,750). Estimated initial value was $963.01 per $1,000. Payments at maturity depend on the Final Level on the Valuation Date; a Trigger Event (Final Level below Trigger Level) would reduce the principal payment.

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Bank of Montreal is offering Market Linked Securities — auto-callable, contingent-coupon, principal-at-risk notes linked to the lowest performing of Class A common stock of Meta Platforms, Inc. and common stock of NVIDIA Corporation. The original offering price is $1,000 per security with an estimated initial value of $948.41. The securities pay quarterly contingent coupons at a 19.60% per annum rate when the lowest-performing underlying equals or exceeds a 70% coupon threshold and may be automatically called if the lowest-performing underlying closes at or above its starting value on certain calculation days. If not called, maturity is March 30, 2029, and the maturity payment depends on the lowest-performing underlying: holders receive $1,000 if the final ending value is at or above the 70% downside threshold, otherwise the investor suffers proportional principal loss. The notes are unsecured obligations of Bank of Montreal and carry credit and withholding risks.

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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 March 31, 2026.