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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$1,250,000 of Senior Medium-Term Notes, Series K: autocallable barrier notes linked to the common stock of Amazon.com, Inc. The notes pay a 2.65% per quarter contingent coupon (approximately 10.60% per annum) and mature on March 19, 2029.

If on any Observation Date the reference stock closes at or above the Call Level (100% of the Initial Level), the notes will be automatically redeemed and investors will receive principal plus the contingent coupon then due. If not called, payment at maturity depends on the Final Level vs. a Trigger Level equal to $124.60 (60.00% of the Initial Level); if the Final Level is below the Trigger Level, principal is reduced pro rata by the percentage change in the Reference Asset.

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Bank of Montreal priced US$1,000,000 in Senior Medium-Term Notes, Series K: autocallable barrier notes linked to the least performing of the S&P 500, Russell 2000 and the Nasdaq-100 Technology Sector.

Key economics: pricing date March 13, 2026, settlement March 18, 2026, maturity March 19, 2029. Contingent coupon of 0.9458% per month (~11.35% per annum) when each reference asset is at or above its 70% coupon barrier on observation dates; monthly coupons equal $9.458 per $1,000 if payable. Notes priced to public at 100% with agent commission 0.60% (proceeds to BMO 99.40% or $994,000). Estimated initial value: $969.31 per $1,000.

Autocall feature: beginning March 16, 2027, notes redeem automatically if each reference asset is at or above its call level on an observation date; maturity payment, if not called, equals $1,000 + $1,000 × Percentage Change of the Least Performing Reference Asset, subject to a trigger if the Final Level is below the Trigger Level (70% of initial).

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Bank of Montreal is offering US$2,650,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons linked to the shares of the U.S. Global Jets ETF (JETS). The notes pay a contingent coupon of 3.00% per quarter (approximately 12.00% per annum) if the Reference Asset meets the Coupon Barrier on each Observation Date. The public offering price is 100% of principal; proceeds to the issuer are shown as 98.50%. The notes may be automatically redeemed beginning on September 16, 2026 if the Reference Asset closes at or above the Call Level (100% of Initial Level) on an Observation Date. At maturity on March 19, 2029, if the Final Level is below the Trigger Level (70.00% of Initial Level, $16.84), investors receive a cash amount equal to $1,000 x (Final Level/Initial Level), which may be less than principal. The document states an estimated initial value of $936.92 per $1,000 on the Pricing Date.

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Bank of Montreal issues US$6,698,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to the S&P 500®, NASDAQ-100® and Russell 2000®. The notes pay a contingent monthly coupon of 1.1917% (approximately 14.30% per annum) when each reference index meets its 70% coupon barrier on observation dates. They are callable beginning on September 16, 2026 if all reference assets are at or above their Call Levels; maturity is June 21, 2027 with valuation on June 15, 2027.

The principal amount offered is $6,698,000 at a public offering price of 100% ($1,000 per $1,000), with an estimated initial value of $985.00 per $1,000 on the pricing date. If not called, payment at maturity depends on the least performing index and may return less than principal if a Trigger Event occurs (indices falling below 65% triggers).

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Bank of Montreal priced US$1,015,000 Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Barrier Notes linked to the S&P 500® Futures Excess Return Index. The notes mature on March 19, 2029, have an Upside Leverage Factor of 105.30%, an Initial Level of 2,536.58, and a Barrier Level equal to 60.00% of the Initial Level (321.95).

If the Final Level is above the Initial Level, investors receive $1,000 + $1,000 × Percentage Change × 105.30%. If the Final Level is below the Initial Level but at or above the Barrier Level, investors receive a positive downside-protected payout capped at a Maximum Downside Redemption Amount of $1,400 per $1,000. If the Final Level is below the Barrier Level, investors lose 1% of principal for each 1% decline and may lose up to 100% of principal. The notes are unsecured obligations of Bank of Montreal, estimated initial value $977.43 per $1,000 and priced to public at par.

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Bank of Montreal is offering US$35,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Enhanced Return Notes linked to the Class A common stock of Palantir Technologies Inc. The notes pay no interest, provide 150.00% upside leverage if not auto‑redeemed, and may be automatically redeemed on March 19, 2027 if the Reference Asset closes above its Call Level. If auto‑redeemed, investors receive principal plus the Call Amount (approximately 24.40% per annum return). If not auto‑redeemed, maturity payoffs depend on the Final Level: full principal preserved if Final Level ≥ Initial Level; no upside beyond principal if Final Level is below Initial but at or above the Barrier Level of $90.57 (60.00% of Initial Level); and a pro rata loss of principal if Final Level is below the Barrier (investors lose 1% of principal per 1% decline). Payments are subject to the credit risk of Bank of Montreal. Price to public was 100% and agent’s commission was 4.50%.

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Bank of Montreal is offering preliminary pricing for senior medium-term notes, Series K: ETF-linked, auto-callable securities with a contingent monthly coupon (with memory) and a 20% downside buffer, maturing March 29, 2029. The original offering price is $1,000 per security; the estimated initial value on the pricing date is $962.50 per security (not less than $920.00 at pricing). The contingent coupon rate will be set on the pricing date and is stated to be at least 10.00% per annum. Principal at maturity depends on the performance of the lowest performing ETF Underlier (XLF, XLK, XLY) relative to thresholds; if the ending value of the lowest performing Underlier is below its downside threshold (80% of starting value), investors bear 1-to-1 downside in excess of the 20% buffer, potentially losing up to 80% of the face amount. The agent discount is $23.25, with proceeds to Bank of Montreal of $976.75 per security.

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Bank of Montreal is issuing US$2,644,000 of Senior Medium-Term Notes, Series K: Autocallable Buffer Enhanced Return Notes due March 19, 2029. The notes pay no interest and are linked to the least performing of the Russell 2000 and the S&P 500.

If on March 19, 2027 both indexes close above their Call Levels (100% of Initial Levels), the notes will be automatically redeemed and holders receive principal plus a Call Amount equal to $1,142 per $1,000 (approximate 14.20% annualized). If not called, upside is 125% of the Least Performing Reference Asset’s appreciation above its Initial Level; there is a 20% buffer on downside, and holders lose 1% of principal for each 1% decline beyond that buffer, up to an 80% principal loss.

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Bank of Montreal priced US$3,459,000 Senior Medium-Term Notes, Series K, Autocallable Barrier Notes due February 20, 2029. The notes were priced on March 13, 2026 with settlement on March 18, 2026, linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000® indices.

The notes pay a Contingent Interest Rate of 0.6958% per month (approximately 8.35% per annum) when each Reference Asset on an Observation Date is at or above its Coupon Barrier Level (70% of the Initial Level). Automatic redemption can occur beginning on September 16, 2026 if each Reference Asset is at or above its Call Level (100% of Initial Level). If not autocalled, maturity payoff depends on the least performing Reference Asset and may return less than principal if a Trigger Event (Final Level below 70% of Initial Level) occurs. The estimated initial value was $950.30 per $1,000 principal amount on the Pricing Date.

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Bank of Montreal priced US$2,330,000 Senior Medium‑Term Notes, Series K. The notes are 3‑year Barrier Notes with Contingent Coupons paying 4.50% per semiannual period (approximately 9.00% per annum) if each reference index is at or above a 75.00% Coupon Barrier on observation dates. The notes reference the Russell 2000® (RTY) and the S&P 500® (SPX), have a Pricing Date of March 13, 2026, Settlement Date March 18, 2026, Valuation Date March 14, 2029 and Maturity Date March 19, 2029. At maturity, investors receive $1,000 per $1,000 unless a Trigger Event occurs (Final Level of any Reference Asset < Coupon Barrier); if triggered, payment equals $1,000 × (1 + Percentage Change of the Least Performing Reference Asset), which may be less than principal. The issuer estimated an initial value of $963.82 per $1,000 on the Pricing Date.

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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.