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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$6,284,000 Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes due March 19, 2029 linked to the least performing of the S&P 500®, EURO STOXX 50® and Russell 2000®. Pricing Date was March 13, 2026 and Settlement Date is March 18, 2026.

The notes pay a Contingent Coupon of 2.585% per quarter (approximately 10.34% per annum) when each Reference Asset at an Observation Date is >= its Coupon Barrier (70% of Initial Level). Automatic redemption occurs if each Reference Asset on an Observation Date is >= its Call Level (100% of Initial Level); investors receive principal plus the then‑due Contingent Coupon. At maturity, if any Reference Asset’s Final Level is below its Trigger Level (70% of Initial Level), the payment equals $1,000 plus $1,000 times the Percentage Change of the Least Performing Reference Asset, which may be less than principal and possibly zero. The estimated initial value on the Pricing Date was $959.02 per $1,000 principal amount. The public offering price is 100% with an agent commission of 2.35%.

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Bank of Montreal priced a US$1,000,000 issuance of Senior Medium-Term Notes, Series K, Buffer Enhanced Return Notes due March 19, 2029. The notes reference the S&P 500® and NASDAQ-100® and pay 107.15% of any appreciation of the least performing index.

If the least performing index declines more than the 20.00% Buffer Level, investors lose 1% of principal for each 1% decline beyond the buffer (up to an 80.00% principal loss). Pricing date was March 13, 2026, settlement March 18, 2026, valuation date March 14, 2029. Price to public was 100% and the initial estimated value was $985.21 per $1,000 note.

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Bank of Montreal priced US$2,050,000 Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Barrier Notes due March 19, 2029. The notes reference the S&P 500®, Russell 2000® and the Dow Jones Industrial Average® and apply a 125.70% upside leverage to the least performing index.

The notes pay at maturity based on the Percentage Change of the Least Performing Reference Asset, feature a 70.00% Barrier Level and a Maximum Downside Redemption Amount of $1,300.00 per $1,000 principal. All payments are subject to Bank of Montreal credit risk; the pricing supplement shows an estimated initial value of $958.50 per $1,000 and a public offering price of $1,000 per $1,000.

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Bank of Montreal priced US$1,080,000 Senior Medium‑Term Notes, Series K. These are capped barrier enhanced return notes due March 18, 2030, linked to the least performing of the S&P 500® and NASDAQ‑100®.

The notes provide 150.00% upside leverage on any appreciation of the least performing reference asset up to a Maximum Redemption Amount of $1,710.00 per $1,000 (a 71.00% cap). A Barrier at 70.00% of the Initial Level applies: if the least performing asset falls below the Barrier, investors lose principal on a 1:1 basis and may lose up to 100% of principal. Pricing Date was March 13, 2026, settlement March 18, 2026 and valuation/maturity dates are in March 2030.

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Bank of Montreal priced US$1,000,000 Senior Medium‑Term Notes, Series K — Autocallable Barrier Enhanced Return Notes linked to the shares of the iShares MSCI EAFE ETF (EFA). The notes mature on March 18, 2031 and carry a 150.00% upside leverage factor.

The notes are subject to an automatic redemption on March 22, 2027 if the Reference Asset closes above its Call Level (100% of the Initial Level), in which case holders receive principal plus a Call Amount of $118.60 per $1,000 (about 11.86% per annum). The Initial Level was $96.30, the Trigger Level is $77.04 (80.00% of Initial Level), and there is no principal protection at maturity if a Trigger Event occurs. Estimated initial value was $950.96 per $1,000; price to public is 100% with an agent commission of 2.20%.

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Bank of Montreal priced US$1,000,000 Senior Medium-Term Notes, Series K — Barrier Notes with Contingent Coupons — linked to the least performing of the Dow Jones Industrial Average, the Russell 2000 and the S&P 500. Pricing Date: March 13, 2026; Settlement Date: March 18, 2026; Maturity Date: March 18, 2031.

Each monthly Contingent Coupon pays 0.5833% per month (~7.00% per annum) if, on the Observation Date, each reference asset is at or above its Coupon Barrier Level (each Barrier = 59.00% of the Initial Level). At maturity, holders receive $1,000 per note unless a Trigger Event occurs. If a Trigger Event occurs, maturity proceeds equal $1,000 + $1,000 × Percentage Change of the Least Performing Reference Asset, which can be below principal and as low as $0 in the worst case. The pricing supplement shows an estimated initial value of $964.56 per $1,000 principal amount on the Pricing Date.

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Bank of Montreal priced a US$1,000,000 Senior Medium-Term Note issue: Series K Autocallable Barrier Notes with Contingent Coupons linked to the common stock of Apple Inc.

The notes price was $1,000,000 principal at 100% of par, with an estimated initial value of $967.05 per $1,000. Key terms: Initial Level $250.12, Contingent Interest Rate 1.8875% per quarter (approximately 7.55% per annum), Coupon Barrier and Trigger Level $150.07 (60% of Initial Level), Observation Dates three trading days prior to quarterly coupon dates, Pricing Date March 13, 2026, Settlement Date March 18, 2026, Valuation Date March 14, 2029, and Maturity Date March 19, 2029. The notes are cash-settled at maturity and include an automatic redemption feature if the Reference Asset closes at or above the Call Level on an Observation Date.

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Bank of Montreal (BMO) priced US$842,000 Senior Medium-Term Notes, Series K — Callable Barrier Notes with Contingent Coupons — due March 19, 2029, linked to the least performing of XLP, KRE and KWEB. The notes pay a contingent coupon of 1.0125% per month (~12.15% per annum) if each Reference Asset on an Observation Date is at or above its Coupon Barrier Level (50% of Initial Level).

If not called, at maturity holders receive $1,000 per $1,000 principal unless a Trigger Event occurs; if a Trigger Event occurs the maturity payment equals $1,000 plus $1,000 times the Percentage Change of the Least Performing Reference Asset, which may be less than principal. Estimated initial value was $966.74 per $1,000 on the Pricing Date.

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Bank of Montreal priced $5,234,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to the common stock of Netflix, Inc.

The notes pay a contingent monthly coupon of 1.0425% (approximately 12.51% per annum) if the Reference Asset closes on or above a Coupon Barrier of $63.86 (67.00% of the Initial Level) on each Observation Date. Beginning September 16, 2026, the notes will autocall if the Reference Asset closes at or above the Call Level (100% of the Initial Level) on an Observation Date; holders receive principal plus the applicable contingent coupon on the Call Settlement Date.

If not autocalled, at maturity on April 19, 2027 investors receive $1,000 per $1,000 principal unless the Final Level is below the Trigger Level ($63.86, 67.00% of Initial Level), in which case holders may receive a reduced Physical Delivery Amount (or Cash Delivery Amount) tied to the Final Level; the pricing supplement shows an estimated initial value of $968.70 per $1,000 on the Pricing Date.

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Bank of Montreal prices US$1,000,000 Senior Medium-Term Notes, Series K: an Autocallable Barrier Note linked to Alphabet Inc. Class A common stock (GOOGL). The Pricing Date is March 13, 2026, Settlement March 18, 2026, and Maturity March 19, 2029.

The Initial Level is $302.28. Contingent Coupons equal 2.50% per quarter (~10.00% per annum) if the Reference Asset on an Observation Date is ≥ the Coupon Barrier Level. Coupon Barrier and Trigger Level are $181.37 (60.00% of Initial Level). The Call Level is 100% of the Initial Level; automatic redemption may occur beginning June 16, 2026. Price to public is 100%, Agent’s Commission 2.00%, and estimated initial value is $968.49 per $1,000 principal.

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FAQ

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

StockTitan tracks 1653 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 17, 2026.