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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$1,220,000 of Senior Medium-Term Notes, Series K — Capped Contingent Risk Absolute Return Buffer Notes linked to the least performing of EFA, SPX and RTY.

The notes mature on September 13, 2027, were priced on March 06, 2026 and settle on March 11, 2026. They offer 125.00% upside leverage subject to a $1,237.00 maximum redemption per $1,000, and a 20.00% downside buffer (Buffer Level = 80.00% of initial). If the least performing reference asset falls below the buffer, investors lose 1% of principal for each 1% decline beyond the buffer, up to an 80.00% principal loss. The issuers initial estimated value was $983.99 per $1,000.

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Bank of Montreal launches a structured equity-linked note offering linked to GE, Intel and JPMorgan (auto-callable). The preliminary pricing supplement sets an Original Offering Price of $1,000 per security, an estimated initial value of $971.90 (not less than $922.00), pricing date March 11, 2026, issue date March 16, 2026 and stated maturity March 16, 2028.

The notes pay monthly contingent coupons with a contingent coupon rate of at least 17.70% per annum (paid only if the lowest‑performing underlier meets its coupon threshold on a calculation day), are auto‑callable if the lowest performing underlier meets its call threshold on specified calculation days, and repay principal at maturity tied to the lowest performing underlier (downside protection threshold = 50% of starting value).

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Bank of Montreal priced US$30,000 Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes linked to General Motors Company stock. The notes have an $1,000 principal per note equivalent, a total principal amount of $30,000.00, a Pricing Date of March 06, 2026, Settlement Date March 11, 2026, Valuation Date April 07, 2027, and Maturity Date April 12, 2027.

The notes pay a Contingent Coupon of 1.1792% per month (approximately 14.15% per annum) when the Reference Asset closes at or above the Coupon Barrier Level on Observation Dates. The Coupon Barrier and Trigger Level are $53.14 (70.70% of the Initial Level). If not autocalled and the Final Level is below the Trigger Level, maturity proceeds equal $1,000 plus Percentage Change, which may be less than principal.

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Bank of Montreal priced Autocallable Barrier Senior Notes linked to General Motors Company common stock. The offering consists of $128,000 in principal amount of Series K notes with a contingent monthly coupon of 0.975% (≈11.70% per annum), an initial level of $75.21, and a coupon/trigger barrier of $53.14 (70.70% of initial). The notes pay monthly contingent coupons if the stock closes at or above the coupon barrier on observation dates, can autocall beginning September 9, 2026 if the reference asset is at or above the call level, and pay a cash settlement at maturity (April 12, 2027) that can return less than principal if the final level is below the trigger. The estimated initial value was $963.25 per $1,000 on the pricing date and proceeds to BMO were 97.85% of principal after commissions.

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Bank of Montreal issues US$4,287,000 Senior Medium-Term Notes, Series K Autocallable Barrier Notes linked to Blackstone Inc. (BX). The notes priced on March 06, 2026 with settlement on March 11, 2026 and mature on March 12, 2029.

Key economics: principal amount $4,287,000.00, public offering price 100%, estimated initial value $959.87 per $1,000 principal, agent’s commission $85,740.00 (2.00%), proceeds to Bank of Montreal $4,201,260.00 (98.00%). The notes pay contingent quarterly coupons of 3.575% (approximately 14.30% per annum) when the Reference Asset closes at or above the coupon barrier of $55.20 (50.00% of the Initial Level). Initial Level is $110.40; Call Level is 100% of the Initial Level; Trigger Level equals the coupon barrier at $55.20. If not autocalled, maturity payoff is $1,000 adjusted by the Percentage Change in the Reference Asset and may be less than or equal to principal.

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Bank of Montreal priced US$260,000 Senior Medium-Term Notes, Series K Callable Barrier Notes due February 11, 2028. These are principal-protected at maturity unless a Trigger Event occurs, in which case repayment is tied to the Least Performing Reference Asset.

The notes pay a contingent coupon of 0.675% per month (approximately 8.10% per annum) on each monthly coupon date if each Reference Asset closes at or above its Coupon Barrier Level on the related Observation Date. Reference Assets are the Russell 2000® (RTY), State Street® Utilities Select Sector SPDR® ETF (XLU) and the Nasdaq-100 Technology Sector Index (NDXT). Coupon Barrier Levels are 70% of initial levels and Trigger Levels are 60% of initial levels; a Trigger Event is any Final Level below the Trigger Level on the Valuation Date.

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Bank of Montreal priced US$2,813,000 Senior Medium-Term Notes, Series K — Callable Barrier Notes with Contingent Coupons linked to the least performing of GDX, NDX and KRE. The notes pay a monthly contingent coupon of 21.50% per annum (1.7917% per month) if each Reference Asset on an Observation Date is at or above its Coupon Barrier Level.

The notes mature on February 11, 2028 (Valuation Date February 08, 2028), settle on March 11, 2026, and are callable in whole by the issuer beginning on September 08, 2026. At maturity, if any Reference Asset’s Final Level is below its Trigger Level (60.00% of Initial Level), investors receive $1,000 adjusted by the Percentage Change of the least performing Reference Asset; principal can be lost. The cover shows an estimated initial value of $969.63 per $1,000 and a public offering price of 100%.

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Bank of Montreal priced US$1,785,000 Senior Medium-Term Notes, Series K: Autocallable Barrier Notes linked to the common stock of MercadoLibre, Inc. (MELI). The Pricing Date is March 06, 2026, Settlement March 11, 2026, and Maturity March 12, 2029.

Key economics: Initial Level $1,787.86, Contingent Interest Rate 3.925% per quarter (~15.70% p.a.), Coupon Barrier $1,251.50 (70% of Initial Level), Trigger Level $1,072.72 (60% of Initial Level), Call Level 100% of Initial Level. Price to public 100%; Agent’s commission 2%; Proceeds to Bank 98%. Estimated initial value: $959.55 per $1,000.

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Bank of Montreal priced US$650,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to Capital One Financial Corporation common stock. The notes pay contingent quarterly coupons of 3.725% (approximately 14.90% per annum) and mature on March 12, 2029.

The Initial Level of the Reference Asset is $187.71. The Coupon Barrier Level and Trigger Level are $140.78 (75.00% of the Initial Level). Automatic redemption can occur beginning on September 09, 2026 if the Call Level (100% of the Initial Level) is met on an Observation Date. Payment at maturity is cash only and depends on the Final Level on the Valuation Date (March 07, 2029); a Trigger Event (Final Level below the Trigger Level) reduces principal pro rata.

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Bank of Montreal priced US$500,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to the least performing of JPMorgan Chase & Co., The Charles Schwab Corporation and Wells Fargo & Company. The notes have a Contingent Interest Rate of 0.9292% per month (approximately 11.15% per annum) and monthly observation/contingent coupon dates beginning April 12, 2026.

If not called, maturity is March 12, 2029. Payment at maturity depends on the performance of the Reference Assets; a Trigger Event occurs if any Final Level is below its Trigger Level (50% of Initial Level), which can reduce the principal payable. The pricing date was March 06, 2026 with an estimated initial value of $971.48 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 1627 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 10, 2026.