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MicroSectors™ St FANG&Inn 3X Inv Ld ETNs SEC Filings

BERZ NYSE
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Bank of Montreal priced US$348,000 of Senior Medium-Term Notes, Series K: autocallable barrier notes with contingent monthly coupons due February 29, 2028, linked to the least performing of the S&P 500, Russell 2000 and Nasdaq-100 Technology Sector Index. The Pricing Date is March 26, 2026, Settlement Date March 31, 2026, Valuation Date February 24, 2028. Coupons of 0.7333% per month (approximately 8.80% per annum) are payable monthly if each Reference Asset is at or above its Coupon Barrier on observation dates; beginning September 25, 2026 the notes may autocall if each Reference Asset is at or above its Call Level. At maturity, if not called, principal repayment depends on the least performing Reference Asset and may be less than principal if a Trigger Event occurs. The cover shows an estimated initial value of $943.12 per $1,000 on the Pricing Date and public offering price between $979.75 and $1,000 per $1,000 for certain accounts.

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Bank of Montreal is offering US$432,000 aggregate principal amount of Senior Medium‑Term Notes, Series K — Capped Buffer Enhanced Return Notes due March 30, 2029. The notes provide 150.00% leveraged upside to the S&P 500® up to a Maximum Redemption Amount of $1,233.00 per $1,000 principal. The structure returns principal in full if the S&P 500® does not fall more than 20.00% (the Buffer Level) but otherwise exposes investors to losses of 1% per 1% decline beyond that buffer, up to an 80.00% loss of principal. The notes do not pay interest, are unsecured obligations of Bank of Montreal, and all payments depend on the Bank’s creditworthiness. The notes will not be listed and were priced at 100% of principal with an estimated initial value of $938.91 per $1,000.

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Bank of Montreal is offering US$805,000 of Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes linked to the S&P 500® Index. The notes provide 150.00% upside participation subject to a Maximum Redemption Amount of $1,136.00 per $1,000 principal. The notes return principal at maturity if the index does not fall more than 20.00% (Buffer Level). If the Final Level declines beyond the Buffer Level, investors lose 1% of principal for each 1% decline beyond 20.00, up to an 80.00% loss. The Pricing Date is March 26, 2026, settlement on March 31, 2026 and maturity on March 31, 2028. All payments are subject to Bank of Montreal credit risk; notes are unsecured and will not be listed.

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Bank of Montreal priced US$1,295,000 of Senior Medium-Term Notes, Series K — market-linked notes due March 30, 2029 — linked to the least performing of the NASDAQ-100 Index and the Dow Jones Industrial Average. The notes pay 1-for-1 positive exposure to appreciation of the least performing Reference Asset, subject to a Maximum Redemption Amount of $1,198.00 per $1,000 principal (a 19.80% cap). If the Least Performing Reference Asset declines, investors receive principal only ($1,000). The notes do not bear interest, are unsecured obligations of Bank of Montreal, and are subject to the issuer’s credit risk. Pricing Date: March 26, 2026; Settlement Date: March 31, 2026; Valuation Date: March 27, 2029. The issuer’s initial estimated value was $951.18 per $1,000; price to public is 100% of principal.

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Bank of Montreal priced US$1,992,000 of Senior Medium‑Term Notes, Series K — market‑linked notes due March 31, 2028 — linked to the least performing of the S&P 500® and Russell 2000®. The notes pay at maturity based on 100.00% participation in positive performance of the least performing index, capped at a Maximum Redemption Amount of $1,115.00 per $1,000 (an 11.50% maximum return). If the least performing index finishes at or below its initial level, investors receive only the $1,000 principal. The initial estimated value was $963.69 per $1,000; the public offering price aggregates to $1,992,000. All payments are unsecured obligations of Bank of Montreal and subject to its credit risk.

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Bank of Montreal (BMO) is offering US$1,507,000 of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Barrier Notes linked to the EURO STOXX 50® Index. The notes mature on March 31, 2031 and provide 125.00% upside leverage on positive index returns. If the index ends below a Barrier Level equal to 60.00% of the Initial Level, investors suffer pro rata principal loss; if the Final Level is below the Initial Level but above the Barrier Level, investors receive an absolute positive payout capped at a Maximum Downside Redemption Amount of $1,400.00 per $1,000. The notes do not bear interest, are unsecured obligations of BMO, and are subject to BMO credit risk and limited liquidity.

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Bank of Montreal issues Accelerated Return Notes® linked to the Energy Select Sector SPDR® Fund. The offering sold at a $10.00 public offering price per unit for a total public offering price of $24,871,120.00. The notes mature on May 28, 2027 and provide a leveraged, capped return tied to the Ending Value of the Underlying Fund (XLE), with a 300% participation rate and a Capped Value of $12.663 per unit (26.63% return over principal). The issuer’s initial estimated value was $9.67 per unit; the underwriting discount is $0.175 per unit and a hedging related charge of $0.05 per unit applies. Payments are unsecured and subject to BMO credit risk; principal can be lost if the Underlying Fund declines.

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Bank of Montreal is offering US$1,907,000 in Senior Medium‑Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes linked to the S&P 500® Futures Excess Return Index. The notes mature on March 31, 2031, were priced March 26, 2026, and pay no interest.

The structure provides a 140.00% Upside Leverage Factor on any positive Percentage Change, a 20.00% Buffer (Buffer Level 418.94 from Initial Level 523.68) delivering up to $1,200.00 per $1,000 on modest declines, but investors may lose up to 80.00% of principal if declines exceed the buffer. All payments are subject to Bank of Montreal credit risk; the estimated initial value was $915.85 per $1,000.

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Bank of Montreal (BMO) is offering Capped Leveraged Index Return Notes® linked to the Russell 2000® Index due March 31, 2028. The notes have a $10.00 principal per unit and a public offering price of $10.00 per unit, with total public offering proceeds of $35,098,480.00. The initial estimated value on the pricing date was $9.61 per unit. The notes provide a 200% participation rate in positive Index performance up to a Capped Value of $12.72 (a 27.20% capped return). If the Index finishes between the Starting Value and the Threshold Value (90% of Starting Value), holders receive principal; below the Threshold Value the investor suffers a proportional loss of principal. All payments are unsecured and subject to BMO’s credit risk.

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Bank of Montreal is offering $13,254,000 of principal amount of cash-settled notes linked to the S&P 500® Index. The notes trade on March 26, 2026, mature on July 21, 2027 and pay no interest. The initial underlier level is 6,477.16; the threshold level is 87.50% of that level (5,667.515). If the final underlier level on the determination date equals or exceeds the threshold, each $1,000 note pays the threshold settlement amount of $1,137.20. If the final underlier level is below the threshold, holders lose approximately 1.1429% of principal for each 1% decline below the threshold and could lose some or all principal. The estimated initial value on the trade date was $995.24 per $1,000 principal. Payments are unsecured obligations of Bank of Montreal and subject to its credit risk; the notes will not be 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 1639 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 30, 2026.