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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 prices US$1,640,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Enhanced Return Notes due April 07, 2031.

The notes offer 200.00% upside leverage to positive changes in the S&P 500® Futures Excess Return Index and are callable on April 07, 2027 if the Reference Asset is above 105.00% of its Initial Level. If called, investors receive principal plus a Call Amount equal to a roughly 14.25% per annum return. If not called, payments at maturity depend on the Final Level: full principal plus leveraged upside if the Final Level >= Initial Level; principal only if Final Level is >= Barrier Level (70.00% of Initial Level); and linear downside exposure below the Barrier (you lose 1% of principal for each 1% decline).

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Bank of Montreal priced US$525,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with contingent coupons linked to the least performing of the S&P 500®, Russell 2000® and the Nasdaq-100 Technology Sector Index. The notes price on April 01, 2026, settle on April 06, 2026 and mature on April 06, 2029. They pay a contingent monthly coupon of 0.8042% per month (≈9.65% per annum) when each reference asset is at or above a 70% coupon barrier on observation dates; the coupon equals $8.042 per $1,000 if payable. Notes auto‑redeem beginning April 01, 2027 if all reference assets are at or above their call levels on an observation date. If not redeemed, maturity payment depends on the performance of the least performing reference asset; a trigger occurs if any final level is below 70% of its initial level. The public offering price is 100% ($1,000 per $1,000 principal); estimated initial value was $948.23 per $1,000 on the pricing date.

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Bank of Montreal priced US$389,000 aggregate principal of Senior Medium-Term Notes, Series K — Callable Barrier Notes due April 06, 2029, linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000® indices. The notes pay monthly contingent coupons of 0.9375% per month (approximately 11.25% per annum) when each reference asset on an Observation Date is at or above its Coupon Barrier Level. The notes are callable by the issuer beginning October 01, 2027 on any Observation Date; if not called, maturity pay‑out depends on the least performing reference asset and may result in principal loss if a Trigger Event occurs. Pricing Date was April 01, 2026; settlement April 06, 2026; valuation date April 03, 2029; maturity April 06, 2029. The estimated initial value at pricing was $977.47 per $1,000.

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Bank of Montreal priced US$695,000 Senior Medium-Term Notes, Series K: autocallable barrier notes due April 06, 2029 linked to the least performing of Alphabet Class C (GOOG) and NVIDIA (NVDA). The notes pay a 1.2583% per month contingent coupon (≈15.10% per annum) with a Memory Coupon feature and monthly observation/payment dates beginning May 06, 2026.

If, beginning on April 03, 2028, both reference assets close at or above their Call Levels (100% of initial levels) the notes auto‑redeem and pay principal plus accrued contingent coupons. At final maturity, if the Least Performing Reference Asset is below its Trigger Level (60% of initial level), holders suffer a principal loss per the formula: $1,000 × (1 + Percentage Change of the Least Performing Reference Asset). The pricing supplement shows an estimated initial value of $977.88 per $1,000 principal on the Pricing Date.

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Bank of Montreal is offering US$2,572,000 of Senior Medium-Term Notes, Series K due April 03, 2031 linked to the least performing of the NASDAQ-100, Russell 2000 and Dow Jones Industrial Average. The notes pay no interest and provide a Digital Return of 72.85% if the least performing index is at or above its Digital Barrier Level (100% of its Initial Level) at maturity; otherwise payoff depends on the least performing index with a Barrier Level equal to 70.00% of the Initial Level (a 30.00% downside trigger) and investors may lose up to 100% of principal. Price to public is 100% (proceeds to Bank 99.375% after a 0.625% agent commission). All payments are subject to Bank of Montreal credit risk. The issuer’s estimated initial value was $977.54 per $1,000.

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Bank of Montreal priced a US$882,000 offering of Senior Medium-Term Notes, Series K, Digital Return Barrier Notes due April 03, 2029. The notes pay a 21.90% fixed "Digital Return" if the least performing of the S&P 500®, Russell 2000® and Dow Jones Industrial Average® is at or above its 70.00% digital barrier, otherwise payoff depends on the least performing index with full downside exposure beyond a 30.00% fall.

The notes are unsecured, do not pay interest, are subject to Bank of Montreal credit risk and will not be listed. Settlement is April 02, 2026 and the valuation date is March 28, 2029. The agent is BMO Capital Markets Corp.

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Bank of Montreal (BMO) is offering US$780,000 in Senior Medium-Term Notes, Series K: Capped Contingent Risk Absolute Return Buffer Notes due April 03, 2028, linked to the S&P 500® Index. The notes pay no interest and provide 1:1 upside participation capped at a 15.50% Maximum Return (Maximum Redemption Amount $1,155 per $1,000). If the Final Level falls but remains at or above the Buffer Level (80.00% of Initial Level), investors receive a positive payout up to a $1,200 Maximum Downside Redemption Amount. If the Reference Asset falls more than 20.00%, investors lose 1% of principal for each 1% decline beyond the buffer, potentially losing up to 80.00% of principal. All payments are subject to Bank of Montreal credit risk; the notes are unsecured and will not be listed.

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Bank of Montreal is offering US$1,132,000 of Senior Medium‑Term Notes, Series K — autocallable, barrier enhanced‑return notes due April 03, 2029 linked to the least performing of the Dow Jones Industrial Average®, the NASDAQ‑100® and the Russell 2000®. The notes provide 175.00% upside leverage on the Least Performing Reference Asset if not auto‑redeemed.

On April 6, 2027 the notes will auto‑redeem if each Reference Asset closes above its Call Level (100% of Initial Level); the Call Amount is $198.00 per $1,000 (approximately 19.80% per annum). If not redeemed and the Least Performing Reference Asset falls below its Barrier Level (70% of Initial Level), investors lose 1% of principal for each 1% decline, potentially losing up to 100% at maturity. Payments are unsecured and subject to Bank of Montreal credit risk.

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Bank of Montreal priced a US$1,005,000 issuance of Senior Medium-Term Notes, Series K — Buffer Enhanced Return Notes due April 03, 2028 — linked to the least performing of the S&P 500® and Russell 2000® indices. The notes provide 136.87% upside leverage on any appreciation of the least performing reference asset, a 10.00% buffer (90.00% Buffer Level) against initial losses, and principal is at risk for declines beyond the buffer (losses up to 90.00% of principal). Payment is subject to Bank of Montreal credit risk; notes pay no interest and will not be listed.

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Bank of Montreal (issuer) is offering US$9,900,000 of Senior Medium-Term Notes, Series K — autocallable barrier notes with memory coupons linked to the least performing of GOOG (Class C), MU and PLTR. The notes pay contingent monthly coupons of 2.2667% per month (approx. 27.20% per annum) if each reference asset on an Observation Date is at or above its 50% Coupon Barrier; coupons not paid can be made up later under the Memory Coupon feature. The notes may be automatically redeemed beginning October 1, 2026 if each Reference Asset equals or exceeds its Call Level. At maturity on April 6, 2029, if a Trigger Event (least performing Reference Asset below its 50% Trigger Level) has occurred, payment is $1,000 x (1 + Percentage Change of the Least Performing Reference Asset), which may be less than principal. Estimated initial value was $968.79 per $1,000.

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FAQ

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

StockTitan tracks 1514 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 2, 2026.

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