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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 (BMO) priced US$1,205,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes due April 20, 2029, linked to the least performing of META, TSLA and CRWD. The notes pay a contingent monthly coupon of 2.6167% (approximately 31.40% per annum) when each reference asset is at or above its 60.00% coupon barrier on observation dates. The notes may be automatically redeemed beginning July 15, 2026 if each reference asset is at or above its Call Level (100% of initial level) on an Observation Date. At maturity, if not auto‑redeemed, holders receive $1,000 per $1,000 unless a Trigger Event occurs (Final Level of any reference asset is below its 60.00% Trigger Level), in which case payment equals $1,000 plus the Percentage Change of the least performing asset and may be substantially below principal. Estimated initial value was $974.25 per $1,000.

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Bank of Montreal priced a US$6,241,000 offering of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons — linked to the least performing of the NASDAQ-100 (NDX), Russell 2000 (RTY) and the Dow Jones Industrial Average (INDU). The notes pay a Contingent Interest Rate of 2.25% per quarter (≈9.00% per annum) when coupon barriers are met and may be automatically redeemed if all three reference assets are at or above their Call Levels on an Observation Date. If not auto‑redeemed, maturity payoff depends on the Percentage Change of the least performing reference asset; a Trigger Event occurs if that Final Level is below 65.00% of its Initial Level, producing a reduced cash payment at maturity. The estimated initial value was $978.47 per $1,000 on the Pricing Date.

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Bank of Montreal priced US$8,877,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to Intuit Inc. common stock. The notes mature April 20, 2029, have an Initial Level of $389.72, a quarterly Contingent Interest Rate of 3.375% (each contingent coupon = $33.75 per $1,000), and a Coupon Barrier/Trigger Level equal to $194.86 (50.00% of the Initial Level). The public offering price is 100% (principal amount $1,000 per note); estimated initial value on the pricing date is $946.32 per $1,000. The notes pay contingent quarterly coupons subject to observation-date barriers, can be automatically redeemed if the Reference Asset meets the Call Level on an Observation Date, and repay at maturity in cash based on the Final Level; if the Final Level is below the Trigger Level, principal repayment is reduced by the Percentage Change.

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Bank of Montreal priced US$2,487,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to Sysco Corporation common stock.

The notes pay a contingent coupon of 2.50% per quarter (approximately 10.00% per annum) when the reference stock is at or above a coupon barrier of $51.86 (70.00% of the Initial Level). The notes are callable on observation dates beginning October 15, 2026 and mature on April 20, 2029. If a Trigger Event occurs (Final Level below $51.86 on the Valuation Date), principal repayment at maturity is reduced pro rata by the percentage decline in the Reference Asset.

The estimated initial value at pricing was $973.26 per $1,000 principal; the public offering price was 100% (some fee-based accounts may have received a lower reoffer).

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Bank of Montreal offers $12,215,000 in Senior Medium-Term Notes, Series K: Autocallable Barrier Notes with Memory Coupons linked to the least performing of Microsoft (MSFT) and Oracle (ORCL). Pricing Date is April 15, 2026, Settlement Date April 20, 2026, Valuation Date April 17, 2029, Maturity Date April 20, 2029. The notes pay contingent quarterly coupons at a 4.50% rate (approximately 18.00% per annum) equal to $45.00 per $1,000 when each reference asset closes at or above its coupon barrier on an Observation Date and include a Memory Coupon feature.

If not auto-redeemed, principal at maturity depends on the least performing reference asset: investors receive $1,000 plus the percentage change of the least performing asset; a Trigger Event occurs if a Final Level is below 50% of Initial Level, which can materially reduce principal. The estimated initial value on the Pricing Date was $972.71 per $1,000.

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Bank of Montreal is offering US$1,300,000 in Senior Medium-Term Notes, Series K, autocallable barrier notes with memory coupons linked to the least performing of Amazon.com, Inc. (AMZN) and CrowdStrike Holdings, Inc. (CRWD), maturing April 20, 2029.

Key economics: pricing date April 15, 2026, settlement April 20, 2026, valuation date April 17, 2029. Contingent coupons pay 3.9375% per quarter (≈15.75% per annum) ($39.375 per $1,000) when each reference asset is at or above its coupon barrier (50% of initial level). Autocall begins April 15, 2027 if both assets close at or above their Call Level (100% of initial). At maturity, if a Trigger Event (final level of any reference asset < its Trigger Level, 50% of initial) occurs, investors receive $1,000 × (1 + Percentage Change of the least performing asset), which can be less than principal or zero. Estimated initial value on the pricing date: $979.33 per $1,000. The notes are unsecured, cash-settled, and include risks described in the risk sections referenced herein.

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Bank of Montreal priced US$1,755,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to the least performing of Amazon.com, Inc. (AMZN) and CrowdStrike Holdings, Inc. (CRWD).

The notes pay contingent quarterly coupons of 3.5625% per quarter (approximately 14.25% per annum) if each reference asset on an Observation Date is at or above its Coupon Barrier Level (50% of the Initial Level). The notes are callable beginning on April 15, 2027 if both reference assets are at or above their Call Levels (100% of Initial Level) on an Observation Date; automatic redemption returns principal plus any due Contingent Coupons. At maturity on April 20, 2029, if a Trigger Event has occurred (the Final Level of any Reference Asset is below its Trigger Level at 50% of Initial Level), the payment is $1,000 + $1,000 x Percentage Change of the least performing asset, which may result in principal loss. The estimated initial value on the Pricing Date was $957.19 per $1,000 principal; the public offering price was 100% and proceeds to the issuer approximately 98% after a 2.00% agent commission.

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Bank of Montreal offers principal‑linked notes tied to the S&P 500® Index with a stated maturity of April 19, 2028 (determination date April 17, 2028, subject to postponement). Each note has a $1,000 principal amount and pays on maturity a cash settlement that depends on the index return from the strike date (April 15, 2026) to the determination date.

The terms include a 125% upside participation rate capped at a $1,216.00 maximum settlement per $1,000, a 15.00% downside buffer (85.00% buffer level) and a negative payoff below that buffer where holders lose approximately 1.1765% of principal for each 1% the final index level is below the buffer level. The issuer and calculation agent is BMO Capital Markets Corp.

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Bank of Montreal is offering market-linked, auto-callable securities due October 18, 2029 that pay a contingent monthly coupon of 10.70% per annum if the lowest-performing underlier on each monthly calculation day is at or above its coupon threshold. The securities have an original offering price of $1,000 and an estimated initial value of $963.12 per security on the pricing date. The three underliers are IGV (iShares Expanded Tech-Software ETF), the Dow Jones Industrial Average, and the Russell 2000, with respective starting values of $82.98, 48,463.72 and 2,713.663 as of the pricing date. Each underlier’s coupon and downside threshold equals 65% of its starting value. If any calculation day shows the lowest-performing underlier at or above its starting value, the notes auto-call and pay the face amount plus a final contingent coupon; if not called, maturity pays $1,000 unless the lowest-performing underlier’s ending value is below its 65% downside threshold, in which case the maturity payment equals $1,000 multiplied by that underlier’s performance factor. These are unsecured obligations of Bank of Montreal, not FDIC-insured, and carry credit, market, correlation, liquidity and tax uncertainties.

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Bank of Montreal (issuer) priced $6,442,000 of Senior Medium-Term Notes, Series K, redeemable fixed-rate notes due April 20, 2033. The Notes pay 4.95% per annum semi‑annually and were issued at $1,000.00 per Note on April 20, 2026. The bank may redeem the Notes in whole (but not in part) on semi‑annual Optional Redemption Dates at 100% of principal plus accrued interest, beginning October 20, 2027. The Notes are unsecured, not listed, carry a $7.00 underwriting discount per Note, and are bail‑inable under the Canadian CDIC Act, permitting conversion to common shares under specified statutory powers.

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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.