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 is offering $2,000,000 aggregate principal of Senior Medium-Term Notes, Series K, redeemable fixed-rate notes due February 24, 2038. The Notes pay 5.05% per annum interest semi-annually beginning August 24, 2026, are issued in $1,000 denominations, and are redeemable in whole (but not in part) on semi-annual Optional Redemption Dates commencing February 24, 2028 at 100% of principal plus accrued interest. The Notes are unsecured, will not be listed on any exchange, and are characterized as bail-inable under the Canada Deposit Insurance Corporation Act, exposing holders to possible conversion into common shares under those statutory powers. Original issue price is $1,000.00 per Note, with an underwriting discount of $10.00 per Note.

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

Bank of Montreal issues $1,872,000 Senior Medium-Term Notes, Series K — Redeemable Fixed Rate Notes due February 10, 2031. The offering consists of 1,872 notes at a $1,000 principal amount each, with an interest rate of 4.20% per annum payable semi‑annually and payment at maturity of $1,000 per Note plus accrued interest.

The Notes are redeemable at the issuer's option on semi‑annual Optional Redemption Dates at 100% of principal plus accrued interest, are not repayable at holders' option, will not be listed on an exchange, and are unsecured obligations subject to Bank of Montreal credit risk. The Notes are designated as bail‑inable under the Canada Deposit Insurance Corporation Act.

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

Bank of Montreal launched a preliminary pricing supplement for Senior Medium‑Term Notes, Series K: equity‑linked, auto‑callable securities tied to the lowest performing common stock of Amazon.com, Inc., Robinhood Markets, Inc. and Tesla, Inc. The securities have an original offering price of $1,000 per security, estimated initial value of $955.40 (floor at pricing not less than $920.00), a minimum contingent coupon rate of 23.10% per annum, monthly observation dates and a stated maturity of March 1, 2029. Pricing date is February 26, 2026 and issue date is March 3, 2026. Proceeds to Bank of Montreal equal $976.75 per security after an agent discount of $23.25. The securities pay contingent monthly coupons (with a memory feature), are subject to automatic call if the lowest performing underlier closes at or above its starting value on certain calculation days, expose investors to downside on the lowest performing underlier (50% downside threshold), and are unsecured obligations of Bank of Montreal.

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

Bank of Montreal priced US$782,000 of Senior Medium‑Term Notes, Series K — Buffer Enhanced Return Notes linked to the iShares® MSCI Emerging Markets ETF (EEM). The notes mature on February 23, 2029 and reference an Initial Level of $60.87 (Strike Date February 17, 2026).

Payment at maturity: if the Final Level ≥ Initial Level, investors receive $1,000 plus 76.75% participation of the Reference Asset’s percentage gain. A 30.00% Buffer protects against declines up to 30.00%; declines beyond that reduce principal 1% per 1% decline, for up to a 70.00% loss. The notes pay no interest, are unsecured obligations of Bank of Montreal, and are subject to the issuer’s credit risk. The issuer’s estimated initial value was $982.70 per $1,000.

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

Bank of Montreal priced US$1,010,000 of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes due May 24, 2027, linked to the S&P 500® Futures Excess Return Index. The notes offer 1:1 upside participation capped at a 13.45% Maximum Return and provide a 15.00% downside buffer measured from an Initial Level of 557.46, subject to a Maximum Downside Redemption Amount of $1,150.00 per $1,000. If the Reference Asset falls more than 15.00%, investors lose 1% of principal for each 1% decline beyond the buffer, up to an 85.00% principal loss. The notes pay no interest, are unsecured obligations of Bank of Montreal, and all payments are subject to the issuer’s credit risk.

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

Bank of Montreal is issuing US$1,054,000 in Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes linked to the NASDAQ-100 Index®.

The notes pay no interest, mature on May 24, 2027, and offer 1:1 upside participation capped at a Maximum Redemption Amount of $1,126.20 per $1,000 (a 12.62% capped return). They provide a 15.00% buffer: if the Final Level is between the Initial Level and $21,164.04 (85.00% of the Initial Level), investors can receive a positive return up to a $1,150.00 Maximum Downside Redemption Amount; losses begin for declines exceeding the 15.00% buffer, with potential principal loss up to 85.00%. All payments are subject to the credit risk of Bank of Montreal.

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

Bank of Montreal priced US$1,069,000 of Senior Medium-Term Notes, Series K: Contingent Risk Absolute Return Buffer Notes due May 24, 2027, linked to the Russell 2000® Index. The notes pay no interest and return at maturity depends on the Index's performance and a 15.00% buffer.

If the Index finishes above its Initial Level, investors receive 1:1 upside subject to a Maximum Redemption Amount of $1,132.00 per $1,000 (a 13.20% cap). If the Index declines but stays at or above the Buffer Level (85.00% of Initial Level), investors receive a positive return up to a Maximum Downside Redemption Amount of $1,150.00 per $1,000 (a 15.00% return). If the Index falls more than 15.00%, investors lose 1% of principal for each 1% decline beyond the buffer, with potential losses up to 85.00% of principal. All payments are subject to the Bank of Montreal's credit risk.

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

Bank of Montreal priced a preliminary offering of non-interest notes linked to the S&P 500® Index with an expected term of approximately 15–17 months.

Each $1,000 note pays at maturity either (a) up to a capped gain if the final underlier level rises (an upside participation rate of 150% with a $1,127.80–$1,150.00 maximum settlement amount per $1,000), (b) the full principal if the final underlier level is down by no more than 10.00%, or (c) a pro rata loss if the final underlier level falls below 90.00% (losing approximately 1.1111% of principal for each 1% decline below that buffer). The initial estimated value is expected to be $956.10–$986.10 per $1,000 while the original issue price is $1,000.00 (underwriting discount $12.90, proceeds to issuer $987.10).

The notes are unsecured obligations of Bank of Montreal, not listed, not FDIC‑insured, subject to issuer credit risk, tax‑treatment uncertainty, potential postponement for market disruption, and limited secondary‑market liquidity.

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

Bank of Montreal priced US$8,729,000 of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes linked to the S&P 500® Index, maturing on February 23, 2028. The notes provide 1:1 upside participation capped at a $1,167.50 payment per $1,000 principal (a 16.75% maximum return) and offer protection for declines up to a 15.00% Buffer Level (equal to 85.00% of the Initial Level). If the index falls below the Buffer Level, holders lose 1.00% of principal for each 1.00% decline beyond the buffer and may lose up to 85.00% of principal. The pricing date was February 18, 2026, settlement February 23, 2026, and the issuer's estimated initial value per $1,000 was $973.49 on the pricing date.

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

Bank of Montreal priced $1,710,000 of Senior Medium-Term Notes, Series K — Callable Barrier Notes with Contingent Coupons linked to the least performing of the S&P 500, NASDAQ-100 and Russell 2000. The notes were priced on February 18, 2026, settle on February 23, 2026, and mature on February 25, 2030. They pay semiannual contingent coupons of 3.90% per semiannual period (approximately 7.80% per annum) only if each reference asset on an Observation Date is at or above its Coupon Barrier (60% of initial levels). If, at maturity, the least performing index is below its Trigger Level (50% of initial), principal is reduced proportionally to that index’s decline. The pricing supplement shows an estimated initial value of $983.86 per $1,000 principal amount.

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 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 February 23, 2026.