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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 is offering US$1,090,000 of Senior Medium-Term Notes, Series K — Digital Return Barrier Notes due October 20, 2027 — linked to the least performing of the S&P 500®, Russell 2000® and the State Street Utilities Select Sector SPDR® ETF (XLU). The notes pay a 12.45% Digital Return at maturity if the Final Level of the least performing reference asset is ≥ 60.00% of its Initial Level (Digital Barrier). If the least performing asset falls below the Barrier, investors lose 1% of principal for each 1% decline; losses can reach 100% of principal. Notes are unsecured, non‑interest bearing, issued in $1,000 denominations, and subject to Bank of Montreal credit risk.

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Bank of Montreal priced US$1,511,000 of Senior Medium-Term Notes, Series K — 12.20% Digital Return Barrier Notes due October 20, 2027, linked to the least performing of the S&P 500® and Russell 2000® indices. The notes pay a fixed 12.20% Digital Return at maturity if the Least Performing Reference Asset’s Final Level is ≥ 60.00% of its April 15, 2026 Initial Level. If the Least Performing Reference Asset declines by more than 40.00% from its Initial Level, investors lose 1% of principal for each 1% decline (possible loss up to 100%). The notes mature October 20, 2027, were priced to public at 100% (proceeds 99.625% after a 0.375% agent commission), and had an estimated initial value of $994.71 per $1,000 on the Pricing Date.

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US$1,495,000 Senior Medium-Term Notes, Series K (Digital Return Barrier Notes) were priced by Bank of Montreal. The notes mature on July 20, 2027 and pay a 9.75% Digital Return if the Least Performing Reference Asset (the lower of the S&P 500® and Russell 2000®) has a Final Level ≥ 60.00% of its April 15, 2026 Initial Level. If the Least Performing Reference Asset falls below the 60.00% Barrier, investors lose 1% of principal for each 1% decline; full principal loss is possible.

The notes are unsecured obligations of Bank of Montreal, not listed, issued in $1,000 denominations, with an estimated initial value of $994.14 per $1,000 and a public offering price of 100% (agent’s commission 0.375%). Payments are subject to the Bank’s credit risk and customary market‑disruption and adjustment provisions.

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Bank of Montreal priced US$4,927,000 of Senior Medium-Term Notes, Series K — principal-protected contingent notes due May 20, 2027 — linked to the least performing of the S&P 500®, Russell 2000® and the Dow Jones Industrial Average®. The notes pay a 9.78% Digital Return if the Least Performing Reference Asset’s Final Level is ≥ 70.00% of its April 15, 2026 Initial Level. If the Least Performing Reference Asset declines more than 30.00%, investors lose 1% of principal for each 1% decline, potentially losing up to 100% of principal. Notes were offered at 100% ($1,000 denominations); estimated initial value was $985.17 per $1,000. Payments are unsecured obligations of Bank of Montreal; BMOCM is agent and calculation agent.

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Bank of Montreal is offering US$611,000 of Senior Medium-Term Notes, Series K (Buffer Notes) linked to the shares of the State Street SPDR S&P 500 ETF Trust ("SPY"). The notes mature on April 20, 2029, pay no interest, and provide 89.00% upside participation if SPY finishes at or above its Initial Level of $694.46 (Strike Date April 14, 2026). The notes return principal only if SPY does not decline by more than 20.00% (Buffer Level $555.57); declines beyond 20.00% reduce principal 1% per 1% decline, exposing investors to up to an 80.00% principal loss. Payments are unsecured obligations of Bank of Montreal and subject to its credit risk; all payments will be made in cash and the notes will not be listed.

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Bank of Montreal is offering US$825,000 in Senior Medium-Term Notes, Series K: autocallable notes with contingent coupons due April 20, 2029, linked to the least performing of CRWD, META and TSLA. Coupons of 0.8542% per month (≈10.25% per annum) are payable monthly if each Reference Asset meets its 80% coupon barrier on observation dates. The notes auto-redeem if each Reference Asset equals or exceeds 100% of its Initial Level on a Call Observation Date; otherwise investors receive principal at maturity and any final contingent coupon.

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Bank of Montreal offers US$1,009,000 of Senior Medium-Term Notes, Series K: Step Down Autocallable Barrier Notes linked to the least performing of the NASDAQ-100 (NDX), Russell 2000 (RTY) and Dow Jones Industrial Average (INDU).

The notes price at 100% of principal with an estimated initial value of $987.78 per $1,000. They may be automatically redeemed on specified Observation Dates beginning April 21, 2027 if each Reference Asset closes at or above its Call Level, in which case investors receive the principal plus the applicable Call Amount. If not called, at maturity on April 21, 2031 payment depends on the performance of the least performing Reference Asset: investors receive $1,000 unless a Trigger Event occurs (Final Level below the Trigger Level, set at 70.00% of each Initial Level), in which case the cash payment equals $1,000 plus the Percentage Change of the least performing Reference Asset.

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Bank of Montreal completed pricing for a US$968,000 offering of Senior Medium-Term Notes, Series K: Autocallable Barrier Notes with Memory Coupons linked to the least performing of Broadcom Inc. (AVGO) and Oracle Corporation (ORCL). The notes priced on April 15, 2026, settle April 20, 2026 and mature April 20, 2029.

The notes pay monthly contingent coupons of 1.7708% per month (~21.25% per annum) when each reference asset on an Observation Date is at or above its coupon barrier. They feature an automatic redemption if both references equal or exceed their Call Level (100% of Initial Level) on an Observation Date, and a downside principal payoff at maturity tied to the Percentage Change of the least performing Reference Asset with Trigger and Coupon Barrier Levels set at 60.00% of Initial Level.

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Bank of Montreal prices US$2,151,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons due April 20, 2029, linked to the least performing of GDX, NDX and RTY. The notes were offered at 100% of principal with an estimated initial value of $965.25 per $1,000.

Monthly contingent coupons equal 0.91% per month (approximately 10.92% per annum, or $9.10 per $1,000 when payable). The notes are autocallable beginning on the October 15, 2026 observation cycle and repay principal at maturity unless a Trigger Event occurs, in which case repayment equals $1,000 plus the Percentage Change of the least performing reference asset.

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Bank of Montreal priced US$3,804,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons due April 20, 2029. The notes link to the least performing of the S&P 500® Index and the EURO STOXX 50® Index, pay a contingent coupon of 2.525% per quarter (~10.10% per annum) when each reference asset closes at or above an 80.00% coupon barrier on an observation date, and feature automatic redemption beginning July 15, 2026 if both references close at or above their call levels. Settlement is April 20, 2026 and the valuation date is April 17, 2029. The public offering price was 100% of principal, estimated initial value was $978.92 per $1,000, and proceeds to Bank of Montreal were shown as $3,727,920 after a 2.00% agent commission.

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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 17, 2026.