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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$14,283,000 of Senior Medium-Term Notes, Series K: autocallable barrier notes with memory coupons due April 23, 2029, linked to the S&P 500® and the EURO STOXX 50®. The notes pay quarterly contingent coupons of 2.4375% per quarter (≈9.75% per annum) if each index on an Observation Date is ≥ its 80% coupon barrier. Beginning October 20, 2026, the notes may autocall if both indices close at or above their Call Levels on an Observation Date; if not autocalled, maturity redemption depends on the performance of the least performing index and may return less than principal if a Trigger Event (final level below 80% of initial) occurs.

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Bank of Montreal offers Market Linked Securities—auto-callable, contingent coupon notes linked to the lowest performing of Datadog (DDOG), Palantir (PLTR) and Tesla (TSLA), maturing April 20, 2029. The contingent coupon rate is 25.60% per annum; estimated initial value was $961.03 and the original offering price is $1,000 per security. Monthly observation dates determine coupon payments and automatic call risk; if not called, principal at maturity depends on the lowest performing Underlier versus a 50% downside threshold. Payments are subject to Bank of Montreal credit risk and U.S./Canadian tax uncertainties.

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Bank of Montreal priced US$891,000 Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons linked to the least performing of the S&P 500®, EURO STOXX 50® and NASDAQ‑100®, maturing April 24, 2028. The notes pay a contingent coupon of 0.8667% per month (≈10.40% per annum) when each reference asset on an Observation Date is ≥ its Coupon Barrier (70% of the Initial Level). Beginning April 21, 2027, the notes will autocall if each Reference Asset is ≥ its Call Level (100% of Initial Level) on an Observation Date. At maturity, if any Reference Asset is below its Trigger Level (70% of Initial Level), investors receive $1,000 × (1 + Percentage Change of the Least Performing Reference Asset), which can be less than principal. Estimated initial value was $988.46 per $1,000 on the Pricing Date.

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Bank of Montreal is offering Market Linked Securities—Senior Medium‑Term Notes, Series K—linked to an unequally weighted ETF basket (ITA, QQQ, XLF) maturing March 22, 2028. The original offering price is $1,000 per security and the issuer’s estimated initial value is $966.85 per security.

Payoff at maturity depends on the basket return with a 100% upside participation subject to a 20.00% maximum return (max maturity payment $1,200). The securities include a 15% buffer (threshold 85) so losses occur 1-for-1 for declines beyond the buffer; investors are exposed to Bank of Montreal credit risk. Agent: Wells Fargo Securities (agent discount up to $23.25); CUSIP: 06376KM88.

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Bank of Montreal offers $2,711,000 Senior Medium-Term Notes, Series K. The Notes are U.S. dollar fixed-rate debt with a 5.00% annual coupon, $1,000 principal per Note, issued April 22, 2026 and maturing October 22, 2032, subject to issuer optional redemption on semi-annual dates at 100% principal plus accrued interest.

The Notes are unsecured, will not be listed on any exchange, and are bail-inable under the Canada Deposit Insurance Corporation Act, permitting conversion into common shares under specified Canadian resolution powers. The offering price was $1,000 per Note with a $5.00 underwriting discount per Note.

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Bank of Montreal issues principal‑protected‑style contingent notes linked to the S&P 500® Index maturing April 19, 2028. Each note has a $1,000 principal amount with a 125% upside participation rate, a capped return at $1,216.00 per note and a 15.00% downside buffer. If the final index level is above the initial 7,022.95 (strike April 15, 2026), investors participate up to the cap; if the final level falls below 85.00% of the initial level, principal is lost at ~1.1765% per 1% decline below the buffer. The notes are unsecured obligations of Bank of Montreal and not listed; estimated initial value is $975.99 per $1,000 principal amount and the offering totals $2,000,000.

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Bank of Montreal is offering Senior Medium-Term Notes, Series K—equity index linked, auto-callable securities with a contingent coupon and principal at risk linked to the lowest performing of the Dow Jones Industrial Average®, the Nasdaq-100® and the EURO STOXX 50®. The pricing date is April 24, 2026, issue date April 29, 2026 and stated maturity is April 27, 2029.

The original offering price and face amount are $1,000 per security; the estimated initial value at the preliminary pricing is $970 (not less than $920 at pricing). The contingent coupon rate will be determined at pricing and will be at least 9.62% per annum. If not called, principal repayment at maturity depends on the ending value of the lowest performing Underlier relative to a downside threshold equal to 75% of its starting value, exposing holders to potential loss of more than 25% and possibly all principal. The securities are unsecured obligations of Bank of Montreal and subject to its credit risk.

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Bank of Montreal priced US$1,560,000 of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes due April 20, 2029, linked to an unequally weighted basket of the S&P 500 (50%), iShares MSCI EAFE ETF (30%) and iShares MSCI Emerging Markets ETF (20%). The notes pay no interest and provide 1x upside participation up to a Maximum Redemption Amount of $1,360.00 per $1,000 (a 36.00% cap). If the Basket declines but the Final Level remains at or above the Buffer Level (85.00% of the Initial Level), investors receive a positive absolute return up to a Maximum Downside Redemption Amount of $1,150.00 per $1,000 (a 15.00% return). If the Basket falls below the Buffer Level, investors lose 1% of principal for each 1% decline beyond the 15.00% buffer and may lose up to 85.00% of principal. All payments are subject to Bank of Montreal credit risk; BMOCM acted as agent and calculation agent.

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Bank of Montreal priced US$1,210,000 Senior Medium-Term Notes, Series K — Capped Buffer Notes linked to the S&P 500® Index maturing October 22, 2029. The notes offer 1:1 upside participation capped at a Maximum Redemption Amount of $1,444.00 per $1,000 (a 44.40% return) and provide a 30.00% buffer against declines; if the index falls more than 30.00% from the Initial Level of 7,022.95, investors lose 1% of principal for each 1% decline beyond the buffer, up to a 70.00% loss. The notes do not bear interest, are unsecured obligations of Bank of Montreal, and carry issuer credit risk. The estimated initial value was $988.36 per $1,000 on the pricing date.

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Bank of Montreal priced US$16,905,000 of Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes linked to the S&P 500® Index. The notes mature on April 17, 2028 with a Pricing Date of April 15, 2026 and Settlement Date of April 20, 2026. The notes provide 200.00% upside leverage on any appreciation in the S&P 500® Index but cap the payment at a Maximum Redemption Amount of $1,225.00 per $1,000 (a 22.50% return). Holders are protected only for a decline up to 15.00% (Buffer); if the Final Level falls below the Buffer Level, investors lose 1% of principal for each 1% decline beyond 15.00%, potentially losing up to 85.00% of principal. The notes pay no interest, are unsecured obligations of Bank of Montreal and are subject to the issuer’s credit risk. Our initial estimated value was $1,001.48 per $1,000.

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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 April 21, 2026.