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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.

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Bank of Montreal is issuing US$5,000,000 of Senior Medium-Term Market-Linked Notes, Series K, linked to the Dow Jones Industrial Average®. The notes pay at maturity based on an averaged Initial Level (Apr 10–Jun 17, 2026) and averaged Final Level (Dec 10, 2030–Mar 12, 2031). The payment is capped at a Maximum Redemption Amount of $1,716.60 per $1,000 (a 71.66% maximum return). The notes do not bear interest, are unsecured senior obligations of Bank of Montreal, are subject to issuer credit risk, will not be listed, and have an estimated initial value of $983.13 per $1,000 on the Pricing Date.

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Bank of Montreal is offering US$787,000 aggregate principal of Senior Medium‑Term Notes, Series K — Callable Barrier Notes with Contingent Coupons due April 18, 2030. The notes pay a Contingent Coupon of 2.8375% per quarter (approximately 11.35% per annum) when each reference asset closes at or above its Coupon Barrier on observation dates. Reference Assets are the iShares Russell 2000 ETF (IWM), the EURO STOXX 50 Index (SX5E) and the NASDAQ‑100 Index (NDX). Each reference asset has a Coupon Barrier and Trigger Level equal to 65.00% of its Initial Level. If, on the Valuation Date, the Final Level of any Reference Asset is below its Trigger Level, a Trigger Event occurs and the maturity payoff is reduced based on the Percentage Change of the Least Performing Reference Asset. The estimated initial value on the Pricing Date was $988.35 per $1,000 principal. The notes are unsecured senior obligations of the Bank and are not FDIC‑insured; tax treatment and other risks are disclosed in the accompanying product supplement and prospectus.

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Bank of Montreal (BMO) priced US$750,000 of Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons linked to the least performing of the State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) and the State Street SPDR S&P Regional Banking ETF (KRE). The notes pay a Contingent Interest Rate of 3.875% per quarter (approximately 15.50% per annum) when each Reference Asset is at or above its Coupon Barrier on Observation Dates, begin on July 16, 2026, and mature on April 16, 2029. The notes are subject to automatic redemption if, on an Observation Date beginning July 13, 2026, each Reference Asset is at or above its Call Level (100% of Initial Level). At maturity, if not called and if the Final Level of the least performing Reference Asset is below its Trigger Level (70% of Initial Level), holders receive a cash amount equal to $1,000 × Percentage Change of the Least Performing Reference Asset plus $1,000, which may be less than principal and could be zero. Initial Levels: XOP $168.46, KRE $68.94; Coupon/Trigger Levels: XOP $117.92, KRE $48.26 (each 70% of Initial Level). The estimated initial value was $970.05 per $1,000 principal. The notes are unsecured obligations of BMO, to be paid in cash only.

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Bank of Montreal (issuer) is offering $800,000 in Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to the common stock of Axon Enterprise, Inc. (AXON). The Pricing Date was April 13, 2026, settlement on April 16, 2026, and maturity on October 18, 2027.

The notes pay contingent quarterly coupons of 5.70% per quarter (~22.80% per annum) when the Reference Asset’s closing level on an Observation Date is at or above the Coupon Barrier Level of $179.82 (50.00% of the Initial Level $359.63). Notes auto‑redeem if the Reference Asset on an Observation Date is at or above the Call Level (100% of the Initial Level). At maturity, if the Final Level is below the Trigger Level ($179.82), principal is reduced pro rata: payment = $1,000 + ($1,000 × Percentage Change).

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Bank of Montreal priced US$1,440,000 of Senior Medium-Term Notes, Series K — Callable Barrier Notes linked to American Express common shares (AXP). The notes pay a contingent quarterly coupon of 3.25% (≈13.00% per annum) if the reference share closes at or above a coupon barrier of $226.67 (70.00% of the Initial Level). The Initial Level is $323.82. The notes mature on April 19, 2028, are callable by the issuer on observation dates beginning October 13, 2026, and pay cash at maturity based on percentage change in the Reference Asset; a Trigger Event occurs if the Final Level is below $226.67.

The offering price was 100% (public price range for some accounts was between $981.50 and $1,000 per $1,000); the estimated initial value was $971.67 per $1,000. The notes are unsecured obligations of the Bank and will pay cash only; physical delivery of shares is not available.

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Bank of Montreal (issuer) is offering US$3,562,000 in Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes linked to the least performing of the NASDAQ‑100 Index (NDX) and the S&P 500 Equal Weight Index (SPW). The notes price on April 13, 2026, settle on April 16, 2026, and mature on April 16, 2029. They pay a contingent quarterly coupon of 2.6875% (≈10.75% per annum) when each reference asset is at or above its coupon barrier on observation dates. The notes are autocallable beginning on April 13, 2027 if both indices are at or above 100% of their initial levels; automatic redemption returns principal plus the contingent coupon then due. At maturity, if not called, holders receive $1,000 per $1,000 principal unless a Trigger Event occurs — if the least performing reference asset finishes below its trigger level (65% of initial), final payment declines pro rata and may be zero. The pricing supplement discloses an estimated initial value of $997.12 per $1,000 principal on the pricing date and identifies sale, tax, liquidity, sponsor‑licensing, and product‑structure risks.

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Bank of Montreal (BMO) is offering Capped Leveraged Index Return Notes linked to a basket of fifteen financial-sector equities, with a scheduled approximately two-year term maturing in April, 2028. The notes have a $10 principal per unit, a Participation Rate of 150%, and a Capped Value to be set on the pricing date (illustrative range: $14.50–$15.50 per unit). The initial estimated value is expected between $9.00 and $9.40 per unit; public offering price is $10.00 per unit. Redemption at maturity depends on the Basket’s Ending Value versus a Starting Value of 100.00; if Ending Value>Starting Value, investors receive leveraged upside up to the cap; if Ending Value≤Starting Value, principal can be partially or fully lost. Payments are unsecured and subject to BMO credit risk.

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Bank of Montreal is offering market-linked, auto-callable senior medium-term notes linked to the lowest-performing share of Datadog (DDOG), Palantir (PLTR) and Tesla (TSLA). The securities have an original offering price of $1,000 per security and a contingent coupon rate that will be at least 25.60% per annum. The pricing date is April 17, 2026 and the issue date is April 22, 2026, with a stated maturity of April 20, 2029. On each monthly calculation day the lowest-performing Underlier determines contingent coupon eligibility and automatic call treatment. The initial estimated value per security is $952.60 (not less than $920.00), and proceeds to Bank of Montreal per security equal $976.75 after distribution fees. If the lowest-performing Underlier’s ending value on the final calculation day is below 50% of its starting value, the maturity payment is reduced pro rata, and you may lose a substantial portion, or all, of the face amount. The securities are unsecured obligations of Bank of Montreal and subject to its credit risk.

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Bank of Montreal is offering linked notes due October 14, 2027 that pay a cash settlement based on the performance of an unequally weighted basket (EURO STOXX 50 40%, TOPIX 25%, FTSE 100 17%, SMI 11%, S&P/ASX 200 7%). For each $1,000 principal, the notes return 200% of the basket return up to a cap level of 115.78%, producing a maximum settlement amount of $1,315.60. If the final basket level is below the initial level (100), investors lose 1% of principal for each 1% decline; principal can be fully lost. Trade date: April 10, 2026; original issue date: April 15, 2026. The issuer’s initial estimated value was $973.14 per $1,000 note; original issue price is $1,000.00 per note. The notes are unsecured obligations of Bank of Montreal and are not listed for trading; secondary-market liquidity is limited.

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Bank of Montreal is offering market-linked, auto-callable notes due April 26, 2029 linked to the lowest performing of the Class A common stock of META, NVDA and ORCL. The securities pay monthly contingent coupons with a memory feature and expose principal to downside risk if the lowest performing Underlier closes below its 50% downside threshold on the final calculation day. On the preliminary pricing supplement the estimated initial value was $968.90 per security and the issuer disclosed the estimated initial value at pricing will not be less than $919.00 per security. The contingent coupon rate will be determined on the pricing date and will be at least 18.63% per annum. The original offering price and face amount are $1,000 per security. Pricing and issue dates shown are April 21, 2026 (pricing) and April 24, 2026 (issue); payments are subject to postponement for market disruption events and all payments are unsecured obligations of Bank of Montreal.

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FAQ

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

StockTitan tracks 1639 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 15, 2026.