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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$615,000 of Senior Medium-Term Notes, Series K — Buffer Notes due March 20, 2029 linked to shares of State Street® SPDR® S&P 500® ETF Trust (SPY). The notes provide 87.25% upside participation if SPY finishes at or above its Initial Level and a 20.00% downside buffer: investors receive full principal at maturity unless SPY falls more than 20.00% from the Initial Level of $670.79 (Buffer Level $536.63), after which losses accrue 1% per 1% decline, up to an 80.00% principal loss. The notes pay no interest, are unsecured obligations of Bank of Montreal, priced to public at 100% (agent commission 0.75%), and will be settled in cash only.

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Bank of Montreal (BMO) prices a US$1,941,000 offering of Senior Medium-Term Notes, Series K — Capped Barrier Enhanced Return Notes due March 20, 2031 linked to the least performing of the S&P 500® and the NASDAQ-100®. The notes provide 200.00% upside leverage on the least performing index subject to a Maximum Redemption Amount of $1,740.00 per $1,000 and a 74.00% Maximum Return. If the least performing index falls below the 70.00% Barrier Level, investors lose 1% of principal for each 1% decline below the Initial Level and may lose up to 100% of principal at maturity. The notes are unsecured obligations of Bank of Montreal, do not pay interest, will not be listed, and are subject to BMO credit risk.

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Bank of Montreal priced a primary offering of non‑interest notes linked to an unequally weighted international equity basket. The notes trade date is March 17, 2026, original issue date March 20, 2026, and stated maturity is May 28, 2027 (subject to postponement).

The notes pay at maturity based on a weighted basket (EURO STOXX 50 40%, TOPIX 25%, FTSE 100 17%, SMI 11%, S&P/ASX 200 7%). Key economics per $1,000 principal: upside participation 230%; cap level 107.67%; maximum settlement $1,176.41; buffer level 87.50% (buffer rate ≈ 114.29%). If final basket < buffer, losses apply ~1.1429% of principal per 1% decline below 87.50%. The original issue price is $1,000.00 per note and total principal offered is $3,120,000.00. The issuer’s initial estimated value was $992.93 per $1,000.

Payments are unsecured obligations of Bank of Montreal and subject to its credit risk; the notes will not be listed and are designed to be held to maturity.

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Bank of Montreal priced non‑interest notes linked to the S&P 500® Index with a $1,000 principal per note and a stated maturity of April 21, 2027 (determination date April 19, 2027). The notes pay a threshold settlement amount of $1,099.00 per $1,000 principal if the final index level is ≥ 90.00% of the initial level (initial level 6,716.09). If the final level is below the 90.00% threshold, holders lose approximately 1.1111% of principal for each 1% decline below the threshold, potentially losing some or all principal. The original issue price is $1,000.00 per note, underwriting discount $9.30, proceeds to Bank of Montreal $990.70, aggregate offering $1,750,000.00. The issuer’s estimated initial value is $984.91 per $1,000, which is less than the issue price. The notes are unsecured obligations of Bank of Montreal, not listed, not FDIC/Canada Deposit Insurance Corporation insured, and subject to issuer credit risk.

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Bank of Montreal is offering Senior Medium-Term Notes, Series K: redeemable fixed-rate notes due March 31, 2031 with a 4.55% fixed annual interest rate, paid semi‑annually and issued at $1,000 per note on March 31, 2026.

The Notes pay $1,000 at maturity unless earlier redeemed by the issuer on semi‑annual Optional Redemption Dates from March 31, 2027 through September 30, 2030 at 100% plus accrued interest. These Notes are bail-inable under the CDIC Act and may be converted into common shares under subsection 39.2(2.3).

The original issue price is $1,000.00 per Note, the underwriting discount is $15.00, and proceeds to the issuer are $985.00 per Note. The Notes will not be listed on any securities exchange.

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Bank of Montreal (BMO) is offering unsecured, ETF‑linked senior medium‑term notes due March 22, 2029 with a face amount of $1,000 per security. The securities are auto‑callable, linked to the lowest performing of GLD, IEF and XME, and pay a contingent monthly coupon of 9.75% per annum with a memory feature.

The pricing date was March 17, 2026; the issuer’s estimated initial value was $954.74 per security and the original offering price is $1,000. If not auto‑called, maturity payoff depends on the lowest performing Underlier: full face amount if the ending value is >= 60% of its starting value, otherwise a pro rata principal loss (e.g., a 45% ending performance yields $450). Payments are subject to BMO credit risk and the notes are not FDIC‑insured.

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Bank of Montreal priced a US$1,000,000 offering 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 have a Pricing Date of March 16, 2026, a Settlement Date of March 19, 2026, a Valuation Date of March 15, 2028 and a Maturity Date of March 20, 2028. Contingent coupons equal 0.9417% per month (approximately 11.30% per annum) are payable monthly if each reference asset closes on an Observation Date at or above its Coupon Barrier Level (each barrier is 70.00% of the Initial Level). If any Reference Asset closes below its Trigger Level on the Valuation Date, the payment at maturity will reflect the percentage decline of the least performing Reference Asset and may be less than, or equal to, zero for each $1,000 principal. The estimated initial value on the Pricing Date was $984.76 per $1,000 principal amount, and the public offering price ranged between $993.00 and $1,000.00 per $1,000 principal amount.

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Bank of Montreal priced US$400,000 Senior Medium-Term Notes, Series K: Barrier Notes with Contingent Coupons linked to the least performing of the NASDAQ-100 (NDX), Russell 2000 (RTY) and S&P 500 (SPX). The Pricing Date was March 16, 2026, Settlement Date March 19, 2026 and Maturity Date March 19, 2029.

The notes pay a contingent coupon of 0.7667% per month (approximately 9.20% per annum) on each monthly coupon date if each Reference Asset is at or above its Coupon Barrier Level on the Observation Date. Coupon Barrier and Trigger Levels are set at 70.00% of each Initial Level (NDX: 17,258.74; RTY: 1,752.304; SPX: 4,689.57). The issuer estimated an initial value of $974.83 per $1,000 principal on the Pricing Date.

At maturity, if no Trigger Event occurs you receive $1,000 per $1,000. If a Trigger Event occurs (any Reference Asset Final Level below its Trigger Level on the Valuation Date March 14, 2029), the cash payment equals $1,000 plus $1,000 times the Percentage Change of the Least Performing Reference Asset and may be less than principal, potentially down to zero. Terms are subject to adjustments by the Calculation Agent and market disruption provisions.

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Bank of Montreal priced US$273,000 Senior Medium-Term Notes, Series K—a five-year Barrier Note with Contingent Coupons linked to the least performing of the NASDAQ-100, Russell 2000 and S&P 500. The Pricing Date was March 16, 2026, Settlement Date March 19, 2026, and Maturity Date March 19, 2031.

The notes pay a Contingent Coupon of 0.71% per month (about 8.52% per annum) on each monthly coupon date if each Reference Asset’s closing level on the Observation Date is at or above its Coupon Barrier Level (each set at 70.00% of the Initial Level). At maturity you receive $1,000 per $1,000 principal unless a Trigger Event occurs; if a Trigger Event occurs you receive $1,000 plus the $1,000 multiplied by the Percentage Change of the Least Performing Reference Asset, which may be less than principal or zero. The estimated initial value was $976.81 per $1,000.

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Bank of Montreal priced US$389,000 Series K Senior Medium-Term Notes — autocal lable barrier notes linked to the common stock of PayPal Holdings, Inc. (PYPL). The Pricing Date was March 16, 2026, Settlement Date March 19, 2026, and Maturity Date March 21, 2028. The public offering price was 100% of principal and proceeds to Bank of Montreal were 98.15% after an agent’s commission of 1.85%.

The notes pay a Contingent Interest Rate of 3.6475% per quarter (approximately 14.59% per annum) on each Contingent Coupon Payment Date if the Reference Asset closes at or above the Coupon Barrier Level on the corresponding Observation Date. The Coupon Barrier and Trigger Level are both $27.25 (60.00% of the Initial Level). Beginning on September 16, 2026, the notes will be automatically redeemed if the Reference Asset closes at or above the Call Level (100% of the Initial Level) on any Observation Date; automatic redemption pays principal plus the applicable contingent coupon. At maturity, if a Trigger Event has occurred (Final Level below the Trigger Level), payment will be physical delivery of shares equal to $1,000 divided by the Initial Level (or cash at issuer’s election). The estimated initial value on the Pricing Date was $967.49 per $1,000 principal amount.

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FAQ

How many MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs (BERZ) SEC filings are available on StockTitan?

StockTitan tracks 1651 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 19, 2026.