STOCK TITAN

MicroSectors™ St FANG&Inn 3X Inv Ld ETNs SEC Filings

BERZ NYSE

Welcome to our dedicated page for MicroSectors™ St FANG&Inn 3X Inv Ld 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™ St FANG&Inn 3X Inv Ld 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™ St FANG&Inn 3X Inv Ld ETNs's regulatory disclosures and financial reporting.

Rhea-AI Summary

Bank of Montreal priced a US$1,188,000 offering of Senior Medium-Term Notes, Series K — autocallable barrier notes with memory coupons linked to the least performing of the S&P 500, NASDAQ-100 and Russell 2000.

Pricing Date: April 10, 2026; Settlement: April 15, 2026; Valuation Date: July 12, 2027; Maturity: July 15, 2027. Contingent coupon equals 1.125% per month (approximately 13.50% per annum) if each reference asset is at or above a 70% coupon barrier on an Observation Date. Trigger level equals 65% of initial levels; a Trigger Event may reduce principal at maturity based on the Percentage Change of the least performing index. Estimated initial value was $993.43 per $1,000 principal.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced US$622,000 of Senior Medium-Term Notes, Series K: Autocallable Barrier Notes linked to the common stock of Walmart Inc. The notes pay contingent monthly coupons of 0.75% (≈9.00% per annum) if the Reference Asset closes at or above the coupon barrier on each Observation Date, begin May 17, 2026, and mature May 17, 2027. Initial reference level: $126.77 (WMT). Coupon Barrier and Trigger Level: $93.81 (74.00% of Initial Level). The notes may autocall beginning October 14, 2026 if the Reference Asset closes at or above the Call Level. Estimated initial value: $970.35 per $1,000 principal on the Pricing Date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced US$3,049,000 of Senior Medium-Term Autocallable Barrier Notes linked to Intel Corporation common stock. The notes pay a contingent quarterly coupon of 5.20% (≈20.80% per annum) if the Reference Asset meets a coupon barrier, are automatically callable at 100% of the Initial Level, and mature on April 16, 2029. If not called, maturity payment depends on Intel's Final Level versus a Trigger Level of $31.19 (50.00% of the Initial Level), meaning a downside can produce losses including loss of principal. The estimated initial value was $963.51 per $1,000 on the Pricing Date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

Bank of Montreal priced a $2,070,000 issuance of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons due April 15, 2031, linked to the least performing of the S&P 500, NASDAQ-100 and Russell 2000. The notes pay contingent monthly coupons of 0.8333% per month (about 10.00% per annum) when each reference asset meets a 70.00% coupon barrier and are subject to automatic redemption if all three indices meet the call level on an observation date. At maturity investors receive principal unless a trigger event occurs, in which case the cash payment equals $1,000 plus the percentage change of the least performing index, which could be less than principal; the estimated initial value was $994.22 per $1,000.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal is offering principal-protected notes linked to the S&P 500® Index with a 150% upside participation rate and a capped return. Each note has a $1,000 principal amount and an original issue price of $1,000. If the final index level is ≥ the cap level, holders receive a maximum settlement amount (expected $1,210.90–$1,247.50 per $1,000). If the final index level falls between the initial level and a 10% buffer, holders receive $1,000; below the buffer (90.00% of the initial level) holders incur losses of ~1.1111% of principal per 1% decline below the buffer. The notes do not pay interest, are unsecured obligations of Bank of Montreal, carry issuer credit risk, are not listed, and are designed to be held to maturity.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced Senior Medium-Term Notes, Series K, Redeemable Fixed Rate Notes due April 29, 2041. The Notes pay a fixed interest rate of 5.40% per annum and have a principal amount of $1,000 per Note with an original issue price of $1,000.00 per Note.

The Notes are redeemable by Bank of Montreal on semi-annual Optional Redemption Dates beginning April 29, 2028. These securities are bail-inable and subject to conversion under subsection 39.2(2.3) of the Canada Deposit Insurance Corporation Act.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

Bank of Montreal (BMO) is offering $2,000,000 of Senior Medium-Term Notes, Series K, fixed-rate, redeemable notes due April 15, 2038. Each Note has a $1,000 principal amount and pays interest at 5.35% per annum semi-annually beginning October 15, 2026. The issuer may redeem the Notes in whole (but not in part) on semi-annual Optional Redemption Dates beginning April 15, 2028 at 100% of principal plus accrued interest. The Notes are unsecured, will not be listed on an exchange, and are bail-inable under the Canada Deposit Insurance Corporation Act, meaning they may be converted into common shares of Bank of Montreal under Canadian bank-resolution powers.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal offers Senior Medium-Term Notes, Series K, Redeemable Fixed Rate Notes due April 13, 2033, issued at $1,000 per Note with a fixed interest rate of 4.80% per annum. Interest is payable semi-annually commencing October 27, 2026. The Notes are redeemable in whole by the issuer on semi-annual Optional Redemption Dates at 100% of principal plus accrued interest and are bail-inable under Canadian law, permitting conversion into common shares under subsection 39.2(2.3) of the CDIC Act. The original issue price per Note is $1,000.00, the underwriting discount is $20.00, and proceeds to Bank of Montreal per Note are $980.00.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal is offering Senior Medium-Term Notes, Series K, Redeemable Fixed Rate Notes due April 13, 2029, with a stated interest rate of 4.30% per annum. The Notes have a $1,000 principal amount per Note, an Issue Date of April 27, 2026, and pay interest semi-annually. The Notes are redeemable by Bank of Montreal in whole (but not in part) on semi-annual Optional Redemption Dates at 100% of principal plus accrued interest; holders have no repayment option prior to maturity. The original issue price is $1,000.00 per Note, with an underwriting discount of $10.00 and proceeds to the issuer of $990.00 per Note. These Notes are bail-inable under subsection 39.2(2.3) of the CDIC Act and may be converted, in whole or in part, into common shares of Bank of Montreal under the Canadian bail-in regime. The Notes are unsecured obligations, unlisted, and subject to the issuer’s credit risk and other risks described in the accompanying product supplement and prospectus documents.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

Bank of Montreal is offering US$1,025,000 of Senior Medium-Term Notes, Series K — Capped Barrier Enhanced Return Notes due June 14, 2027, linked to shares of the State Street SPDR S&P 500 ETF Trust (SPY). The notes provide 200.00% upside exposure subject to a Maximum Redemption Amount of $1,145.00 per $1,000 principal (a 14.50% cap). If the Reference Asset closes below the 90.00% Barrier Level ($611.92, Initial Level $679.91) on the Valuation Date, investors lose 1% of principal for each 1% decline below the Initial Level, potentially losing all principal. The notes pay no interest, are unsecured obligations of Bank of Montreal, are cash-settled at maturity, and are subject to issuer credit risk. Pricing Date was April 9, 2026, settlement April 14, 2026, and valuation and maturity dates are June 9 and June 14, 2027 respectively. Our estimated initial value was $977.77 per $1,000.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus

FAQ

How many MicroSectors™ St FANG&Inn 3X Inv Ld ETNs (BERZ) SEC filings are available on StockTitan?

StockTitan tracks 1610 SEC filings for MicroSectors™ St FANG&Inn 3X Inv Ld 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™ St FANG&Inn 3X Inv Ld ETNs (BERZ)?

The most recent SEC filing for MicroSectors™ St FANG&Inn 3X Inv Ld ETNs (BERZ) was filed on April 14, 2026.